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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
DSAM
1601
Dock Street Asset Management
Florida
$267K -$51.5K -925 -16%
NF
1602
NTB Financial
Colorado
$267K +$262K +4,710 New
TWM
1603
Tradition Wealth Management
Minnesota
$266K +$65.4K +1,175 +33%
KC
1604
Kenfarb & Co
Kentucky
$266K +$262K +4,700 New
ORC
1605
O'Rourke & Company
Massachusetts
$266K +$262K +4,705 New
NFSG
1606
Newbridge Financial Services Group
Florida
$264K +$149K +2,670 +134%
NB
1607
Nicolet Bankshares
Wisconsin
$263K – – –
WIA
1608
World Investment Advisors
California
$263K +$274K +4,915 New
VBWMG
1609
Von Berge Wealth Management Group
California
$263K +$279K +5,020 New
SAM
1610
Strategic Asset Management
Minnesota
$262K -$19.5K -350 -7%
WFA
1611
WestHill Financial Advisors
California
$262K +$10K +180 +4%
HWM
1612
Horizon Wealth Management
Illinois
$262K +$258K +4,630 New
AMC
1613
Asset Management Corp
Illinois
$261K – – –
SPWM
1614
Schrum Private Wealth Management
Florida
$260K +$255K +4,585 New
EP
1615
EPIQ Partners
Minnesota
$259K – – –
RW
1616
REDW Wealth
New Mexico
$259K – – –
SBIA
1617
Sheaff Brock Investment Advisors
Indiana
$259K +$255K +4,580 New
NAMM
1618
NorthStar Asset Management (Massachusetts)
Massachusetts
$258K – – –
GIP
1619
Granite Investment Partners
California
$258K – – –
WAOTB
1620
Wealth Advisors of Tampa Bay
Florida
$258K +$253K +4,550 New
APWA
1621
Atlas Private Wealth Advisors
New Jersey
$257K -$146K -2,625 -37%
OIS
1622
Okabena Investment Services
Minnesota
$257K – – –
RCM
1623
Radnor Capital Management
Pennsylvania
$257K +$253K +4,540 New
HFS
1624
Haverford Financial Services
Pennsylvania
$256K – – –
MAP
1625
Moody Aldrich Partners
Massachusetts
$256K – – –
63 64
65
66 67