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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
JAFL
1126
Jay A. Fishman Ltd
Michigan
$771K – – –
PWP
1127
Principle Wealth Partners
Connecticut
$767K -$35.5K -720 -4%
ZIMP
1128
Zimmermann Investment Management & Planning
Pennsylvania
$765K +$196K +3,965 +31%
GA
1129
Greenspring Advisors
Maryland
$764K -$15.3K -310 -2%
DIA
1130
Dana Investment Advisors
Wisconsin
$763K +$4.2K +85 +0.5%
EWA
1131
EverSource Wealth Advisors
Alabama
$762K -$8.14K -165 -1%
MFT
1132
Moisand Fitzgerald Tamayo
Florida
$760K +$124K +2,520 +18%
TA
1133
TFG Advisers
Michigan
$757K -$3.46K -70 -0.4%
DACG
1134
Donor Advised Charitable Giving
California
$756K -$82.9K -1,680 -9%
GWM
1135
GSB Wealth Management
Connecticut
$750K +$13.8K +280 +2%
RIA
1136
Realta Investment Advisors
Delaware
$747K -$142K -2,885 -15%
CCA
1137
Cobblestone Capital Advisors
New York
$745K -$12.3K -250 -1%
VAS
1138
Vestmark Advisory Solutions
Massachusetts
$742K +$25.2K +510 +3%
TIA
1139
Traphagen Investment Advisors
New Jersey
$741K +$12.6K +255 +2%
SPA
1140
Sentinel Pension Advisors
Massachusetts
$741K +$808K +16,375 New
TWM
1141
Titus Wealth Management
California
$740K +$8.14K +165 +1%
HBWM
1142
Hollow Brook Wealth Management
New York
$739K – – –
PCM
1143
Pointe Capital Management
Michigan
$739K +$73.8K +1,495 +10%
AF
1144
Apexium Financial
Texas
$736K -$236K -4,790 -23%
SDWMA
1145
Schneider Downs Wealth Management Advisors
Pennsylvania
$733K +$87.1K +1,765 +12%
DWM
1146
Dakota Wealth Management
Florida
$732K +$275K +5,575 +53%
SHFA
1147
SC&H Financial Advisors
Maryland
$729K +$434K +8,790 +120%
EAM
1148
Evanson Asset Management
California
$727K -$438K -8,875 -36%
ICG
1149
InterOcean Capital Group
Tennessee
$726K +$66.6K +1,350 +9%
KSWA
1150
Kathleen S. Wright Associates
Pennsylvania
$724K +$109K +2,200 +16%
44 45
46
47 48