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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1151
Southport Capital Management
Tennessee
$255K -$80.1K -2,155 -20%
EP
1152
EPIQ Partners
Minnesota
$253K +$326K +8,780 New
RCA
1153
Rowland Carmichael Advisors
Arizona
$252K -$69.2K -1,860 -18%
GWM
1154
Gray Wealth Management
Maine
$252K +$323K +8,695 New
APW
1155
Aurora Private Wealth
New Jersey
$249K +$83.5K +2,245 +35%
RWA
1156
Ropes Wealth Advisors
Massachusetts
$248K -$228K -6,125 -42%
CWM
1157
Concentric Wealth Management
California
$248K -$37.2K -1,000 -10%
BO
1158
Bank OZK
Arkansas
$247K -$7.44K -200 -2%
GIA
1159
Guyasuta Investment Advisors
Pennsylvania
$247K -$6.51K -175 -2%
WC
1160
Waterloo Capital
Texas
$246K +$318K +8,550 New
NWP
1161
Northstar Wealth Partners
Connecticut
$244K -$6.32K -170 -2%
NCM
1162
Noesis Capital Mangement
Florida
$244K – – –
BAM
1163
Barrett Asset Management
New York
$243K -$53.9K -1,450 -15%
FEG
1164
Fund Evaluation Group
Ohio
$243K +$314K +8,455 New
HFAS
1165
Hummer Financial Advisory Services
Illinois
$243K +$315K +8,460 New
MIC
1166
Meridian Investment Counsel
California
$242K – – –
SYBT
1167
Stock Yards Bank & Trust
Kentucky
$242K – – –
SWAG
1168
Spectrum Wealth Advisory Group
California
$241K -$18.4K -495 -6%
LIA
1169
LS Investment Advisors
Michigan
$238K -$27.9K -750 -8%
EWM
1170
Empirical Wealth Management
Washington
$238K +$33.8K +910 +12%
KFI
1171
Key Financial Inc
Pennsylvania
$236K – – –
BWM
1172
Baystate Wealth Management
Massachusetts
$235K -$37.4K -1,005 -11%
JPG
1173
Jordan Park Group
California
$234K – – –
CWM
1174
Confluence Wealth Management
Oregon
$231K -$19.9K -535 -6%
ATFA
1175
All Terrain Financial Advisors
Minnesota
$231K -$1.49K -40 -0.5%
45 46
47
48 49