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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
1551
Planning Directions
Pennsylvania
$299K +$1.06K +20 +0.4%
SLF
1552
Sun Life Financial
Ontario, Canada
$298K – – –
BBW
1553
Blue Barn Wealth
Utah
$297K +$5.86K +110 +2%
BTW
1554
Boston Trust Walden
Massachusetts
$295K – – –
CHAM
1555
Clear Harbor Asset Management
Connecticut
$295K – – –
DHFB
1556
Dixon Hubard Feinour & Brown
Virginia
$294K -$26.6K -500 -8%
RC
1557
Roundview Capital
New Jersey
$293K +$291K +5,465 New
NSAM
1558
North Star Asset Management
Wisconsin
$292K – – –
KFP
1559
KMG Fiduciary Partners
Ohio
$291K -$14.9K -280 -5%
SCM
1560
Schnieders Capital Management
California
$291K – – –
CPSAC
1561
Chas P. Smith & Associates (CPS)
Florida
$291K +$14.1K +265 +5%
GA
1562
Geller Advisors
New York
$290K – – –
DCM
1563
Donaldson Capital Management
Indiana
$288K -$14.1K -265 -5%
MWA
1564
Monograph Wealth Advisors
California
$287K – – –
SWM
1565
Segment Wealth Management
Texas
$287K – – –
FP
1566
Financial Perspectives
Minnesota
$286K -$7.19K -135 -2%
JC
1567
JB Capital
Connecticut
$286K +$1.06K +20 +0.4%
VWA
1568
Visionary Wealth Advisors
Illinois
$286K +$1.86K +35 +0.7%
SBL
1569
Sargent Bickham Lagudis
Colorado
$284K -$20K -375 -7%
EC
1570
Estate Counselors
Wisconsin
$283K -$33.3K -625 -11%
LWM
1571
Laidlaw Wealth Management
New York
$283K +$12.5K +235 +5%
B
1572
Bellecapital
Switzerland
$282K – – –
CDH
1573
Charles D. Hyman
$281K – – –
PFG
1574
PAX Financial Group
Texas
$280K +$12.5K +235 +5%
RTS
1575
Round Table Services
New Jersey
$279K +$277K +5,205 New
61 62
63
64 65