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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1476
Pinnacle Wealth Planning Services
Ohio
– -$325K -7,905 Closed
SIM
1477
Sadoff Investment Management
Wisconsin
– -$307K -7,460 Closed
WIA
1478
Wealthstreet Investment Advisors
Texas
– -$305K -7,400 Closed
FBC
1479
Fairfield, Bush & Co
Connecticut
– -$303K -7,350 Closed
CCFM
1480
Clear Creek Financial Management
Washington
– -$293K -7,140 Closed
Advisors Capital Management
1481
Advisors Capital Management
New Jersey
– -$286K -6,955 Closed
CBA
1482
Coastal Bridge Advisors
Connecticut
– -$285K -6,925 Closed
55I LLC
1483
55I LLC
Massachusetts
– -$283K -6,870 Closed
LWM
1484
Lyell Wealth Management
California
– -$282K -6,850 Closed
RBFC
1485
Roman Butler Fullerton & Co
Missouri
– -$282K -6,850 Closed
HFS
1486
Haverford Financial Services
Pennsylvania
– -$281K -6,825 Closed
T. Rowe Price Associates
1487
T. Rowe Price Associates
Maryland
– -$279K -6,775 Closed
PD
1488
Planning Directions
Pennsylvania
– -$278K -6,750 Closed
GCA
1489
Gradient Capital Advisors
California
– -$275K -6,680 Closed
FAT
1490
First American Trust
California
– -$271K -6,600 Closed
FFA
1491
First Foundation Advisors
California
– -$271K -6,585 Closed
PWP
1492
Private Wealth Partners
California
– -$269K -6,545 Closed
SCM
1493
Schnieders Capital Management
California
– -$266K -6,470 Closed
MTC
1494
McDaniel Terry & Co
Texas
– -$266K -6,465 Closed
RI
1495
Ridgewood Investments
New Jersey
– -$266K -6,465 Closed
RW
1496
REDW Wealth
New Mexico
– -$266K -6,460 Closed
SMH
1497
Sanders Morris Harris
Texas
– -$239K -6,315 Closed
PAMG
1498
Patton Albertson Miller Group
Tennessee
– -$258K -6,270 Closed
IWA
1499
Intercontinental Wealth Advisors
Texas
– -$260K -6,250 Closed
MFW
1500
Mosaic Family Wealth
Missouri
– -$256K -6,215 Closed
58 59
60
61 62