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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1401
KMG Fiduciary Partners
Ohio
$285K +$1.08K +20 +0.4%
BBW
1402
Blue Barn Wealth
Utah
$284K -$29.1K -540 -9%
GA
1403
Geller Advisors
New York
$284K – – –
DCM
1404
Donaldson Capital Management
Indiana
$283K -$29.6K -550 -9%
CDIA
1405
Capital Directions Investment Advisors
Georgia
$283K – – –
CIC
1406
Cutler Investment Counsel
Oregon
$281K – – –
PG
1407
Proffitt & Goodson
Tennessee
$281K – – –
SWRP
1408
Summit Wealth & Retirement Planning
California
$278K +$284K +5,275 New
CC
1409
Cypress Capital
Tennessee
$278K +$284K +5,285 New
BTWM
1410
Baker Tilly Wealth Management
Wisconsin
$276K -$198K -3,675 -41%
B
1411
Bellecapital
Switzerland
$276K – – –
CDH
1412
Charles D. Hyman
$276K – – –
FM
1413
Foster & Motley
Ohio
$275K -$4.57K -85 -2%
TLFA
1414
True Link Financial Advisors
California
$275K – – –
PD
1415
Planning Directions
Pennsylvania
$274K +$6.72K +125 +2%
KFI
1416
Key Financial Inc
Pennsylvania
$273K – – –
IA
1417
Inspire Advisors
Idaho
$272K +$278K +5,170 New
CPSAC
1418
Chas P. Smith & Associates (CPS)
Florida
$271K -$8.07K -150 -3%
TC
1419
Trust Company
Kansas
$269K – – –
PO
1420
Private Ocean
California
$269K +$52.7K +980 +24%
SAM
1421
Strategic Asset Management
Minnesota
$268K +$267K +4,970 New
JC
1422
JB Capital
Connecticut
$268K +$274K +5,085 New
LC
1423
Lavaca Capital
Texas
$267K – – –
PIA
1424
Powell Investment Advisors
Florida
$266K – – –
AA
1425
Aufman Associates
Pennsylvania
$265K -$2.96K -55 -1%
55 56
57
58 59