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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1026
Nicolet Bankshares
Wisconsin
$231K – – –
DJSG
1027
D.J. St. Germain
Massachusetts
$230K -$28.1K -700 -11%
LSAG
1028
Lake Street Advisors Group
New Hampshire
$228K – – –
WIA
1029
Wealthstreet Investment Advisors
Texas
$228K – – –
TFS
1030
TrustCore Financial Services
Tennessee
$226K +$402 +10 +0.2%
VBFG
1031
Vishria Bird Financial Group
Tennessee
$222K – – –
BCA
1032
Bray Capital Advisors
Florida
$221K – – –
SCM
1033
Schnieders Capital Management
California
$221K – – –
PC
1034
Port Capital
Illinois
$221K +$221K +5,490 New
SS
1035
Sunbelt Securities
Texas
$219K -$2.21K -55 -1%
ME
1036
McIlrath & Eck
Washington
$219K +$187K +4,650 +581%
FUBT
1037
First United Bank & Trust
Maryland
$217K – – –
CPIA
1038
Cornell Pochily Investment Advisors
New York
$217K +$6.23K +155 +3%
NCM
1039
Northwest Capital Management
Oregon
$217K +$216K +5,385 New
NAM
1040
North American Management
Massachusetts
$215K -$43.6K -1,085 -17%
PLFAM
1041
Pineno Levin & Ford Asset Management
Virginia
$215K – – –
WAOTB
1042
Wealth Advisors of Tampa Bay
Florida
$215K – – –
VR
1043
Viridian RIA
Washington
$215K +$215K +5,355 New
HCM
1044
Hall Capital Management
Rhode Island
$214K – – –
DIA
1045
Dana Investment Advisors
Wisconsin
$213K -$158K -3,925 -43%
WCWM
1046
Willow Creek Wealth Management
California
$213K +$212K +5,280 New
IC
1047
InterOcean Capital
Illinois
$212K -$29.1K -725 -12%
RM
1048
Resource Management
Louisiana
$211K +$210K +5,235 New
NPP
1049
New Potomac Partners
Maryland
$209K -$24.3K -605 -10%
RCG
1050
Ruggie Capital Group
Florida
$209K +$77.6K +1,930 +59%
40 41
42
43 44