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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1351
Financial Perspectives
Minnesota
$261K +$5.69K +135 +2%
LSAG
1352
Lake Street Advisors Group
New Hampshire
$260K – – –
SBL
1353
Sargent Bickham Lagudis
Colorado
$260K – – –
SW
1354
SlateStone Wealth
Florida
$260K – – –
BFG
1355
Berger Financial Group
Minnesota
$259K +$238K +5,645 New
PD
1356
Planning Directions
Pennsylvania
$256K -$9.48K -225 -4%
TK
1357
TIAA Kaspick
Massachusetts
$256K – – –
ACA
1358
Affinity Capital Advisors
California
$254K -$46.3K -1,100 -17%
PWP
1359
Private Wealth Partners
California
$253K – – –
SCM
1360
Schnieders Capital Management
California
$252K -$17.3K -410 -7%
CPA
1361
Capital Planning Advisors
California
$250K – – –
MWM
1362
Minot Wealth Management
Massachusetts
$249K +$211 +5 +0.1%
KIG
1363
Kowal Investment Group
Wisconsin
$247K +$213K +5,050 New
VWM
1364
Venturi Wealth Management
Texas
$246K -$11.4K -270 -5%
NAM
1365
North American Management
Massachusetts
$246K +$225K +5,350 New
CIC
1366
Cutler Investment Counsel
Oregon
$245K -$2.11K -50 -0.9%
AL
1367
Aspiriant LLC
California
$245K +$224K +5,315 New
SSC
1368
Syverson Strege & Co
Iowa
$245K +$225K +5,335 New
AMC
1369
Asset Management Corp
Illinois
$243K +$212K +5,020 New
BTWM
1370
Baker Tilly Wealth Management
Wisconsin
$242K +$221K +5,255 New
BHTS
1371
Bar Harbor Trust Services
Maine
$242K +$222K +5,265 New
IRAG
1372
Investment Research & Advisory Group
Georgia
$241K – – –
B
1373
Bellecapital
Switzerland
$241K +$221K +5,250 New
MM
1374
Meridian Management
Arkansas
$240K +$220K +5,225 New
BCI
1375
Brinker Capital Investments
Pennsylvania
$239K -$6.02M -142,970 -96%
53 54
55
56 57