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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
901
Oxford Financial Group
Indiana
$528K – – –
MAM
902
Marquette Asset Management
Minnesota
$527K -$10K -275 -2%
CG
903
Caprock Group
Idaho
$520K -$13.7K -375 -2%
DY
904
Dowling & Yahnke
California
$516K +$18.2K +500 +4%
CMP
905
Courage Miller Partners
Virginia
$515K +$31K +850 +6%
CIA
906
Choate Investment Advisors
Massachusetts
$515K +$566K +15,505 New
GWS
907
Glassman Wealth Services
Virginia
$512K – – –
ACM
908
Allred Capital Management
Texas
$512K +$563K +15,435 New
BWP
909
Baldwin Wealth Partners
Massachusetts
$508K +$558K +15,300 New
WJA
910
Williams Jones & Associates
New York
$507K -$41.6K -1,140 -7%
RWA
911
Ropes Wealth Advisors
Massachusetts
$505K -$4.56K -125 -0.8%
TIA
912
Tiemann Investment Advisors
California
$504K +$134K +3,685 +32%
SFM
913
Signature Financial Management
Virginia
$502K -$671K -18,400 -55%
WGCA
914
Wolf Group Capital Advisors
Virginia
$501K – – –
MLL
915
Moody Lynn & Lieberson
Massachusetts
$496K – – –
SC
916
Slow Capital
California
$495K – – –
BI
917
Ballast Inc
Kentucky
$495K +$13.5K +370 +3%
AFNAS
918
American Financial Network Advisory Services
California
$485K +$1.46K +40 +0.3%
CBU
919
CIBC Bank USA
Illinois
$484K -$86.1K -2,360 -14%
CCA
920
Cobblestone Capital Advisors
New York
$481K – – –
M
921
MOTCO
Texas
$481K +$83.9K +2,300 +19%
FG
922
Fiduciary Group
Georgia
$481K +$215K +5,900 +69%
FNC
923
First National Corp
Massachusetts
$480K +$528K +14,465 New
MC
924
Martin & Co
Tennessee
$477K +$10K +275 +2%
GMA
925
Goldstein Munger & Associates
California
$476K – – –
35 36
37
38 39