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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
1376
Investment Research & Advisory Group
Georgia
$306K +$24K +445 +8%
PCM
1377
Princeton Capital Management
New Jersey
$305K – – –
SBL
1378
Sargent Bickham Lagudis
Colorado
$304K – – –
SW
1379
SlateStone Wealth
Florida
$304K – – –
FP
1380
Financial Perspectives
Minnesota
$304K -$1.35K -25 -0.4%
ADBIC
1381
A.D. Beadell Investment Counsel
Wisconsin
$303K +$305K +5,640 New
SW
1382
SkyOak Wealth
Michigan
$302K – – –
GKWIM
1383
Gerber Kawasaki Wealth & Investment Management
California
$301K +$44K +815 +17%
ACA
1384
Atlas Capital Advisors
Wyoming
$300K +$302K +5,590 New
AWA
1385
Arete Wealth Advisors
Illinois
$300K +$303K +5,610 +7%
MAG
1386
MRA Advisory Group
New Jersey
$299K -$18.9K -350 -6%
BHTS
1387
Bar Harbor Trust Services
Maine
$299K – – –
ANBT
1388
American National Bank & Trust
Texas
$296K – – –
LWP
1389
Legacy Wealth Planning
Nevada
$295K -$27K -500 -8%
CPA
1390
Capital Planning Advisors
California
$292K – – –
SCM
1391
Schnieders Capital Management
California
$292K – – –
KFP
1392
KMG Fiduciary Partners
Ohio
$290K -$23.2K -430 -7%
GA
1393
Geller Advisors
New York
$290K – – –
FAM
1394
Formidable Asset Management
Ohio
$290K +$301K +5,570 New
MWM
1395
Minot Wealth Management
Massachusetts
$289K +$270 +5 +0.1%
CDIA
1396
Capital Directions Investment Advisors
Georgia
$289K +$290K +5,380 New
CIC
1397
Cutler Investment Counsel
Oregon
$287K – – –
PG
1398
Proffitt & Goodson
Tennessee
$287K – – –
MCM
1399
Mattern Capital Management
Colorado
$287K +$289K +5,345 New
ACA
1400
Affinity Capital Advisors
California
$286K -$11.3K -210 -4%
54 55
56
57 58