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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1026
Heck Capital Advisors
Wisconsin
$697K +$306K +7,270 +92%
SM
1027
SG3 Management
Puerto Rico
$689K +$632K +15,000 New
OPWM
1028
Oakwell Private Wealth Management
Texas
$683K +$626K +14,850 New
RB
1029
Renasant Bank
Mississippi
$679K +$623K +14,775 New
BMWM
1030
Brown Miller Wealth Management
Virginia
$678K +$621K +14,750 New
OAM
1031
Oak Asset Management
California
$676K +$1.05K +25 +0.2%
NFC
1032
Northeast Financial Consultants
Connecticut
$674K +$21.3K +505 +4%
TFGT
1033
TS Financial Group (TSFG)
Illinois
$671K +$169K +4,005 +38%
TCMP
1034
Thrive Capital Management (Pennsylvania)
Pennsylvania
$669K +$613K +14,550 New
CT
1035
Caldwell Trust
Florida
$666K – – –
CL
1036
CPWM LLC
Washington
$665K -$5.27K -125 -0.9%
TPW
1037
TL Private Wealth
Texas
$665K +$10.5K +250 +2%
LWANC
1038
Laurel Wealth Advisors (North Carolina)
North Carolina
$665K +$54.6K +1,295 +10%
PIMG
1039
Patriot Investment Management Group
Tennessee
$663K -$493K -11,695 -45%
SIS
1040
SVB Investment Services
Utah
$662K – – –
NSIM
1041
North Star Investment Management
Illinois
$660K – – –
GMA
1042
Goldstein Munger & Associates
California
$658K – – –
MLL
1043
Moody Lynn & Lieberson
Massachusetts
$656K -$18.8K -445 -3%
AIM
1044
Anchor Investment Management
South Carolina
$654K – – –
SMG
1045
Spectrum Management Group
Indiana
$648K -$80.1K -1,900 -12%
NFG
1046
NewFocus Financial Group
Washington
$644K +$10.1K +240 +2%
PWP
1047
Principle Wealth Partners
Connecticut
$641K +$249K +5,910 +73%
TLFA
1048
True Link Financial Advisors
California
$641K +$587K +13,940 New
EHC
1049
Everett Harris & Co
California
$639K -$19.8K -470 -3%
EGWAG
1050
Elwood & Goetz Wealth Advisory Group
Georgia
$638K +$25.9K +615 +5%
40 41
42
43 44