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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
151
Lazard Asset Management
New York
$40.6M -$800K -15,030 -2%
SAS
152
Sanford Advisory Services
Michigan
$39.9M – – –
AA
153
ALPS Advisors
Colorado
$39.6M -$5.8M -108,975 -13%
RWM
154
RKL Wealth Management
Pennsylvania
$39.5M +$1.9M +35,635 +5%
W
155
Wealthquest
Ohio
$39.2M – – –
HFS
156
HBC Financial Services
Washington
$39.1M +$407K +7,640 +1%
Fiera Capital (Canada)
157
Fiera Capital (Canada)
Quebec, Canada
$38.8M +$437K +8,215 +1%
GBT
158
Grove Bank & Trust
Florida
$38.5M +$1.06M +19,945 +3%
RIS
159
Retirement Income Solutions
Michigan
$37.9M +$717K +13,470 +2%
MWM
160
Modera Wealth Management
New Jersey
$37.9M -$10.3M -193,990 -22%
JWA
161
JFS Wealth Advisors
Pennsylvania
$37.7M +$494K +9,280 +1%
RC
162
RegentAtlantic Capital
New Jersey
$37.5M +$4.22M +79,330 +13%
EWM
163
Evermay Wealth Management
Virginia
$37.3M +$952K +17,885 +3%
BPA
164
Beacon Pointe Advisors
California
$37.2M +$18.7M +351,175 +103%
SPP
165
Single Point Partners
Massachusetts
$37M +$1.86M +35,005 +5%
BWA
166
BDO Wealth Advisors
Florida
$37M +$1.98M +37,135 +6%
WPA
167
West Paces Advisors
Georgia
$36.8M +$1.28M +24,130 +4%
CIA
168
Capital Investment Advisors
Georgia
$36.5M -$713K -13,385 -2%
FSC
169
Full Sail Capital
Oklahoma
$35.4M -$4.47M -83,865 -11%
T
170
TrueFG
Texas
$35M +$889K +16,690 +3%
WTC
171
WhitTier Trust Company
Nevada
$34.6M +$2.71M +50,880 +9%
AWE
172
Avidian Wealth Enterprises
Texas
$34.6M +$1.99M +37,460 +6%
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$34.5M +$22.2M +416,885 +184%
WAS
174
Wealth Advisory Solutions
Indiana
$34.3M +$34.1M +639,590 New
TF
175
TimeScale Financial
Massachusetts
$34M +$95.6K +1,795 +0.3%
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