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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
TT
1501
TI-Trust
Illinois
$374K -$39.9K -825 -10%
KAH
1502
Kathryn A. Hall
$373K – – –
PCS
1503
Personal CFO Solutions
New Jersey
$371K -$88.9K -1,840 -19%
SFMG
1504
Sage Financial Management Group
Virginia
$368K +$367K +7,600 New
BFA
1505
Buttonwood Financial Advisors
Maryland
$368K +$367K +7,600 New
RBFC
1506
Roman Butler Fullerton & Co
Missouri
$367K +$130K +2,700 +61%
MIAS
1507
Mason Investment Advisory Services
Virginia
$366K – – –
FGG
1508
Financial Guidance Group
Florida
$366K +$40.3K +835 +12%
FPB
1509
First PREMIER Bank
South Dakota
$365K – – –
SCP
1510
Stevens Capital Partners
Nebraska
$365K +$365K +7,545 New
SAM
1511
Selway Asset Management
$363K – – –
IWA
1512
Intercontinental Wealth Advisors
Texas
$362K – – –
VFPI
1513
Vantage Financial Partners (Illinois)
Illinois
$360K +$14K +290 +4%
BTI
1514
Blue Trust Inc
Georgia
$360K -$66.9K -1,385 -14%
TW
1515
TrinityPoint Wealth
Connecticut
$360K +$36.7K +760 +11%
KTA
1516
Keeley-Teton Advisors
Illinois
$359K +$359K +7,430 New
ASBI
1517
American State Bank (Iowa)
Iowa
$359K -$19.3K -400 -5%
FWM
1518
Focused Wealth Management
New York
$359K +$104K +2,160 +41%
DWM
1519
Defined Wealth Management
Oregon
$358K +$357K +7,395 New
WG
1520
Welch Group
Alabama
$357K +$356K +7,370 New
AWA
1521
Alta Wealth Advisors
Massachusetts
$356K -$107K -2,215 -23%
VWM
1522
Venturi Wealth Management
Texas
$355K – – –
FWI
1523
Facet Wealth Inc
Maryland
$354K -$55.1K -1,140 -14%
HPM
1524
Hoxton Planning & Management
West Virginia
$353K +$352K +7,290 New
MFWP
1525
Mosaic Family Wealth Partners
Missouri
$351K +$350K +7,250 New
59 60
61
62 63