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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
1026
Bell Rock Capital
Delaware
$103K +$23.7K +640 +31%
AF
1027
Allworth Financial
California
$101K -$14.6K -395 -13%
LWCFA
1028
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K -$12.4K -335 -11%
CLOS
1029
Compagnie Lombard Odier SCmA
Switzerland
$98K -$322K -8,715 -77%
WCAMG
1030
Woodard & Company Asset Management Group
North Carolina
$96K +$93.7K +2,535 New
RFA
1031
Reilly Financial Advisors
California
$94K +$3.88K +105 +4%
RFS
1032
Rockefeller Financial Services
New York
$91K – – –
YWP
1033
YorkBridge Wealth Partners
New York
$82K +$1.85K +50 +2%
PH
1034
Pinnacle Holdings
Oklahoma
$76.4K -$4.25K -115 -5%
MWM
1035
MinichMacGregor Wealth Management
New York
$72K -$7.4K -200 -9%
CMBA
1036
C.M. Bidwell & Associates
Hawaii
$72K +$69.7K +1,885 New
FM
1037
Forward Management
California
$70K +$4.25K +115 +7%
MGIA
1038
Moneta Group Investment Advisors
Missouri
$70K +$68K +1,840 New
HIIFS
1039
Harel Insurance Investments & Financial Services
Israel
$67K – – –
HT
1040
Heritage Trust
Oklahoma
$66K – – –
MBT
1041
Monroe Bank & Trust
Michigan
$66K +$64.7K +1,750 New
HWM
1042
Holloway Wealth Management
Florida
$65K – – –
DPA
1043
Delphi Private Advisors
California
$62K +$21.6K +585 +56%
RWM
1044
Raffa Wealth Management
District of Columbia
$61.7K +$32.4K +875 +117%
GEA
1045
Glen Eagle Advisors
New Jersey
$57.7K – – –
PSW
1046
Portfolio Strategies (Washington)
Washington
$52K -$555 -15 -1%
WIM
1047
Westside Investment Management
California
$48.8K – – –
WEC
1048
Winslow Evans & Crocker
Massachusetts
$48K +$14.1K +380 +43%
LC
1049
Landaas & Company
Wisconsin
$47K – – –
NL
1050
NVWM LLC
Pennsylvania
$47K +$46.2K +1,250 New
40 41
42
43 44