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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
826
Financial Synergies Wealth Advisors
Texas
$2.27M +$12K +215 +0.5%
AWMG
827
Alliance Wealth Management Group
New Jersey
$2.26M +$55.4K +995 +3%
HCM
828
Hengehold Capital Management
Ohio
$2.25M +$774K +13,910 +54%
SWM
829
SigFig Wealth Management
California
$2.24M +$778K +13,980 +55%
IAS
830
Investment Advisory Services
Texas
$2.24M +$367K +6,600 +20%
BWM
831
BerganKDV Wealth Management
Minnesota
$2.23M +$1.67K +30 +0.1%
RRC
832
Relaxing Retirement Coach
Massachusetts
$2.23M -$51.2K -920 -2%
BWCS
833
Beirne Wealth Consulting Services
Connecticut
$2.23M +$86.3K +1,550 +4%
RA
834
RFG Advisory
Alabama
$2.22M +$335K +6,025 +18%
MWM
835
Meridian Wealth Management
Kentucky
$2.22M +$1.17M +21,070 +116%
CCMD
836
Cypress Capital Management (Delaware)
Delaware
$2.21M -$58.7K -1,055 -3%
1IA
837
1834 Investment Advisors
Wisconsin
$2.18M -$13.9K -250 -0.6%
AA
838
Advisory Alpha
Michigan
$2.18M +$557 +10 +0%
KFGK
839
Keystone Financial Group (Kentucky)
Kentucky
$2.17M +$61.2K +1,100 +3%
KIA
840
KCM Investment Advisors
California
$2.17M -$20.6K -370 -1%
LIA
841
LBMC Investment Advisors
Tennessee
$2.17M -$39.5M -709,100 -95%
OCM
842
Objective Capital Management
Ohio
$2.17M +$2.13M +38,245 New
ACM
843
Azimuth Capital Management
Michigan
$2.15M -$139K -2,500 -6%
BFA
844
Beacon Financial Advisory
Ohio
$2.14M +$16.4K +295 +0.8%
VIM
845
Vista Investment Management
Pennsylvania
$2.14M +$20.3K +365 +1%
TIA
846
Tiemann Investment Advisors
California
$2.13M +$320K +5,755 +18%
LFAS
847
Level Four Advisory Services
Texas
$2.12M +$531K +9,535 +34%
NCG
848
Newport Capital Group
New Jersey
$2.12M +$41.7K +750 +2%
OC
849
Oakworth Capital
Alabama
$2.11M -$2.23K -40 -0.1%
EWM
850
Endurance Wealth Management
Rhode Island
$2.11M +$168K +3,020 +9%
32 33
34
35 36