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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1026
Triangle Securities Wealth Management
North Carolina
$641K +$20K +505 +3%
LWANC
1027
Laurel Wealth Advisors (North Carolina)
North Carolina
$639K -$31.7K -800 -5%
CIA
1028
Choate Investment Advisors
Massachusetts
$638K – – –
SC
1029
Scotia Capital
Ontario, Canada
$637K +$85K +2,145 +16%
DC
1030
Derby & Company
Massachusetts
$637K +$613K +15,470 New
EFS
1031
Essex Financial Services
Connecticut
$631K +$163K +4,110 +37%
NFG
1032
Nadler Financial Group
Illinois
$629K +$330K +8,335 +120%
JFG
1033
JMG Financial Group
Illinois
$620K +$121K +3,065 +26%
LWM
1034
Liberty Wealth Management
California
$620K +$220K +5,555 +58%
CG
1035
Caprock Group
Idaho
$615K -$36.9K -930 -6%
RWA
1036
Ropes Wealth Advisors
Massachusetts
$607K -$9.91K -250 -2%
GWS
1037
Glassman Wealth Services
Virginia
$607K – – –
SFG
1038
SevenBridge Financial Group
Pennsylvania
$607K +$89.8K +2,265 +18%
AL
1039
Aspiriant LLC
California
$605K -$580K -14,630 -50%
BI
1040
Ballast Inc
Kentucky
$601K -$594 -15 -0.1%
BCP
1041
Blue Chip Partners
Michigan
$599K +$331K +8,355 +135%
SIS
1042
SVB Investment Services
Utah
$599K +$576K +14,545 New
FFN
1043
Focus Financial Network
Minnesota
$597K +$15.1K +380 +3%
CAM
1044
Congress Asset Management
Massachusetts
$593K -$118K -2,980 -17%
ACP
1045
Aveo Capital Partners
Colorado
$592K -$41.6K -1,050 -7%
GMA
1046
Goldstein Munger & Associates
California
$590K – – –
GG
1047
GenWealth Group
New Jersey
$588K -$40.4K -1,020 -7%
JIC
1048
Joel Isaacson & Co
New York
$588K +$16.2K +410 +3%
PSF
1049
Pacific Sun Financial
California
$587K – – –
SC
1050
Scholtz & Company
Connecticut
$585K – – –
40 41
42
43 44