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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
901
Personal Capital Advisors
California
$1.09M +$114K +2,705 +13%
BCM
902
Bayesian Capital Management
New York
$1.09M +$1M +23,805 New
BJL
903
Brighton Jones LLC
Washington
$1.09M +$158K +3,755 +19%
DY
904
Dowling & Yahnke
California
$1.09M -$2.74K -65 -0.3%
KLCM
905
KG&L Capital Management
Louisiana
$1.08M +$28.2K +670 +3%
NEWAS
906
N.E.W. Advisory Services
Wisconsin
$1.08M +$991K +23,530 New
GP
907
Geneva Partners
Wisconsin
$1.08M +$248K +5,890 +34%
SW
908
StrongBox Wealth
Missouri
$1.07M -$125K -2,965 -11%
SCM
909
Southport Capital Management
Tennessee
$1.07M +$322K +7,635 +49%
BAM
910
Berkshire Asset Management
Pennsylvania
$1.07M +$430K +10,200 +78%
QCIG
911
Quad-Cities Investment Group
Iowa
$1.07M +$26.8K +635 +3%
GI
912
GS Investments
Minnesota
$1.07M +$977K +23,185 New
FPS
913
Fieldpoint Private Securities
Connecticut
$1.05M +$960K +22,780 New
WJWM
914
Williams Jones Wealth Management
New York
$1.04M -$59.8K -1,420 -6%
QAM
915
QCI Asset Management
New York
$1.04M -$100K -2,380 -10%
JAFL
916
Jay A. Fishman Ltd
Michigan
$1.04M -$105K -2,500 -10%
WGCA
917
Wolf Group Capital Advisors
Virginia
$1.03M -$3.58K -85 -0.4%
BB
918
Berkshire Bank
Massachusetts
$1.03M -$47.4K -1,125 -5%
IC
919
Intersect Capital
California
$1.03M -$48.7K -1,155 -5%
W
920
WealthStone
Ohio
$1.02M -$11.6K -275 -1%
BFS
921
Bradley Foster & Sargent
Connecticut
$1.02M – – –
PK
922
Pflug Koory
Nebraska
$1.02M – – –
SFA
923
Source Financial Advisors
New York
$1.02M +$931K +22,105 New
CF
924
Centaurus Financial
California
$1.01M +$4K +95 +0.4%
MIM
925
Marco Investment Management
Georgia
$1.01M +$64.5K +1,530 +7%
35 36
37
38 39