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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1226
Gemmer Asset Management
California
$464K +$445K +8,910 New
IDA
1227
Intelligence Driven Advisers
California
$461K -$843K -16,875 -66%
BCA
1228
Bay Colony Advisors
Massachusetts
$460K -$36K -720 -8%
SFP
1229
Strategic Financial Partners
Oregon
$460K – – –
BS
1230
Boenning & Scattergood
Pennsylvania
$460K +$2.5K +50 +0.6%
NCM
1231
Noesis Capital Mangement
Florida
$458K +$41.5K +830 +10%
GSAM
1232
Grant Street Asset Management
Pennsylvania
$457K – – –
HWM
1233
Hohimer Wealth Management
Washington
$457K +$95.4K +1,910 +28%
LCM
1234
LVM Capital Management
Michigan
$456K -$31.7K -635 -7%
TTWM
1235
TCV Trust & Wealth Management
Virginia
$456K -$6.24K -125 -1%
CAM
1236
Carret Asset Management
New York
$456K -$4.99K -100 -1%
DSAM
1237
Dock Street Asset Management
Florida
$452K -$61.2K -1,225 -12%
SMG
1238
Spectrum Management Group
Indiana
$451K -$272K -5,440 -39%
FA
1239
Fountainhead AM
New Jersey
$451K +$38.7K +775 +10%
TI
1240
Trexquant Investment
Connecticut
$451K +$433K +8,665 New
OCM
1241
One Capital Management
California
$448K -$51.9K -1,040 -11%
IFWM
1242
Institute for Wealth Management
Colorado
$446K -$531K -10,630 -55%
MIC
1243
Meridian Investment Counsel
California
$446K – – –
HFAS
1244
Hummer Financial Advisory Services
Illinois
$440K – – –
SRC
1245
Sage Rhino Capital
California
$437K – – –
FNWM
1246
Financial Network Wealth Management
Utah
$436K -$43.9K -880 -10%
SAM
1247
Summit Asset Management
Tennessee
$436K – – –
EWM
1248
Empirical Wealth Management
Washington
$435K -$30.5K -610 -7%
SHA
1249
Seneca House Advisors
Virginia
$430K -$87.4K -1,750 -17%
SAM
1250
Strategy Asset Managers
California
$430K -$52.2K -1,045 -11%
48 49
50
51 52