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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
976
Clifford Swan Investment Counsel
California
$2.17M – – –
IAA
977
Independent Advisor Alliance
North Carolina
$2.16M +$752K +12,798 +53%
CW
978
CIC Wealth
Maryland
$2.16M +$5.58K +95 +0.3%
BA
979
Bridge Advisory
California
$2.16M -$222K -3,786 -9%
LIM
980
Letson Investment Management
Georgia
$2.15M – – –
SFC
981
Strategic Financial Concepts
Texas
$2.14M -$4.07M -69,239 -65%
EW
982
Enzi Wealth
Texas
$2.14M -$26.4K -450 -1%
SAM
983
Silvercrest Asset Management
New York
$2.13M -$4.76K -81 -0.2%
OC
984
Opinicus Capital
Florida
$2.13M +$89.9K +1,530 +4%
HNWAG
985
High Net Worth Advisory Group
Florida
$2.12M -$11.2K -190 -0.5%
CMAI
986
Capital Management Associates Inc
Minnesota
$2.12M +$1.63M +27,723 +328%
PWM
987
Prosperity Wealth Management
California
$2.11M +$593K +10,092 +39%
OP
988
ORG Partners
Indiana
$2.1M +$2.13M +36,191 New
NA
989
Navellier & Associates
Nevada
$2.1M – – –
TSW
990
Three Seasons Wealth
Utah
$2.09M – – –
NAG
991
Northstar Advisory Group
New Jersey
$2.09M -$1.53M -26,040 -42%
GAM
992
Gotham Asset Management
New York
$2.08M +$1.26M +21,529 +154%
AIA
993
Arcadia Investment Advisors
Idaho
$2.07M -$7.75K -132 -0.4%
BFEC
994
Benjamin F. Edwards & Company
Missouri
$2.07M -$4.93K -84 -0.2%
KBFS
995
Kohmann Bosshard Financial Services
Ohio
$2.06M -$24.1K -411 -1%
WTB
996
Washington Trust Bank
Washington
$2.06M -$52K -885 -2%
SCA
997
St. Clair Advisors
Ohio
$2.06M +$1.35K +23 +0.1%
ACIM
998
Azimuth Capital Investment Management
Michigan
$2.06M -$14.7K -250 -0.7%
KTA
999
Keeley-Teton Advisors
Illinois
$2.04M +$220K +3,753 +12%
RWP
1000
Revolve Wealth Partners
New Jersey
$2.04M -$56.9K -969 -3%
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40
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