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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1226
Selective Wealth Management
Virginia
$795K +$751K +15,115 New
PWP
1227
Principle Wealth Partners
Connecticut
$794K -$128K -2,570 -14%
TNB
1228
Thomasville National Bank
Georgia
$794K -$497 -10 -0.1%
TFA
1229
Tranquilli Financial Advisor
New Jersey
$792K -$265K -5,340 -26%
MFC
1230
Morris Financial Concepts
South Carolina
$786K -$672K -13,520 -47%
HCM
1231
Howland Capital Management
Massachusetts
$786K -$2.73K -55 -0.4%
CCA
1232
Checchi Capital Advisers
California
$786K -$24.1K -485 -3%
CWA
1233
Consilio Wealth Advisors
Washington
$782K -$20.6K -415 -3%
AAG
1234
Armstrong Advisory Group
Massachusetts
$781K -$9.94K -200 -1%
TPW
1235
TL Private Wealth
Texas
$780K +$3.73K +75 +0.5%
HCMT
1236
Highland Capital Management (Tennessee)
Tennessee
$779K +$1.24K +25 +0.2%
PFBT
1237
Parkside Financial Bank & Trust
Missouri
$778K – – –
NWMG
1238
National Wealth Management Group
Ohio
$778K +$35.8K +720 +5%
LA
1239
Latitude Advisors
Florida
$776K -$41.5K -835 -5%
TTWM
1240
TCV Trust & Wealth Management
Virginia
$772K -$49.7K -1,000 -6%
SHJ
1241
Sharkey, Howes & Javer
Colorado
$772K – – –
CCA
1242
Conservest Capital Advisors
Pennsylvania
$756K +$745 +15 +0.1%
DSA
1243
Droms Strauss Advisors
Missouri
$755K – – –
SC
1244
Sepio Capital
Utah
$749K +$55.2K +1,110 +8%
MLL
1245
Moody Lynn & Lieberson
Massachusetts
$746K – – –
IC
1246
Innealta Capital
Texas
$746K +$74.1K +1,490 +12%
TI
1247
Trexquant Investment
Connecticut
$742K -$100K -2,020 -12%
GWM
1248
Greenwich Wealth Management
Connecticut
$740K -$3.73K -75 -0.5%
GWSA
1249
Global Wealth Strategies & Associates
Colorado
$740K -$14.4K -290 -2%
PSF
1250
Pacific Sun Financial
California
$739K +$734K +14,770 New
48 49
50
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