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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1651
Live Oak Private Wealth
North Carolina
$296K +$8.45K +170 +3%
CAM
1652
Clark Asset Management
New Hampshire
$296K +$281K +5,655 New
NB
1653
Nicolet Bankshares
Wisconsin
$295K – – –
FAM
1654
Family Asset Management
South Carolina
$294K +$248 +5 +0.1%
GSC
1655
Grey Street Capital
Illinois
$294K – – –
AA
1656
Auxano Advisors
Washington
$294K – – –
TBNY
1657
Trustco Bank (New York)
New York
$293K +$279K +5,605 New
MWM
1658
McNaughton Wealth Management
California
$293K – – –
SLF
1659
Sun Life Financial
Ontario, Canada
$290K – – –
PA
1660
Procyon Advisors
Connecticut
$290K +$10.9K +220 +4%
RJTCONH
1661
Raymond James Trust Company of New Hampshire
New Hampshire
$288K +$994 +20 +0.4%
BTW
1662
Boston Trust Walden
Massachusetts
$287K – – –
CPA
1663
Capital Planning Advisors
California
$285K -$1.39M -27,990 -84%
SAM
1664
Strategy Asset Managers
California
$284K +$248 +5 +0.1%
FP
1665
Financial Perspectives
Minnesota
$284K +$1.49K +30 +0.6%
WIP
1666
WealthCare Investment Partners
Rhode Island
$284K – – –
NIM
1667
Northeast Investment Management
Massachusetts
$283K +$269K +5,420 New
MPW
1668
Monterey Private Wealth
California
$282K +$18.9K +380 +8%
KWM
1669
KFG Wealth Management
Indiana
$282K +$44K +885 +20%
BWP
1670
Bernardo Wealth Planning
Pennsylvania
$281K -$38.5K -775 -13%
MWA
1671
Monograph Wealth Advisors
California
$280K – – –
WPC
1672
White Pine Capital
Minnesota
$280K +$15.9K +320 +6%
SWM
1673
Segment Wealth Management
Texas
$279K – – –
SWM
1674
Sugarloaf Wealth Management
Georgia
$279K -$33.8K -680 -11%
CF
1675
Convergence Financial
Missouri
$277K -$20.6K -415 -7%
65 66
67
68 69