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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
1726
Grey Street Capital
Illinois
$282K – – –
NB
1727
Nicolet Bankshares
Wisconsin
$282K – – –
BP
1728
BCK Partners
New York
$281K -$40.1K -765 -12%
MWA
1729
Monograph Wealth Advisors
California
$280K +$12.6K +240 +4%
TBNY
1730
Trustco Bank (New York)
New York
$280K – – –
MWM
1731
McNaughton Wealth Management
California
$279K – – –
VAS
1732
Vestmark Advisory Solutions
Massachusetts
$279K -$956K -18,245 -77%
RWM
1733
Rockwood Wealth Management
Pennsylvania
$275K -$10.5K -200 -4%
BTW
1734
Boston Trust Walden
Massachusetts
$274K – – –
SRWM
1735
Shira Ridge Wealth Management
California
$273K +$49.5K +945 +21%
NIM
1736
Northeast Investment Management
Massachusetts
$273K +$2.62K +50 +0.9%
BPC
1737
Banque Pictet & Cie
Switzerland
$272K +$286K +5,450 New
SAM
1738
Strategy Asset Managers
California
$271K – – –
FLA
1739
Financial Life Advisors
Texas
$269K -$78.9K -1,505 -22%
WIP
1740
WealthCare Investment Partners
Rhode Island
$266K -$2.1K -40 -0.7%
SWM
1741
Segment Wealth Management
Texas
$266K – – –
NCM
1742
Noesis Capital Mangement
Florida
$266K -$21K -400 -7%
GWM
1743
Graybill Wealth Management
Illinois
$266K +$57.6K +1,100 +26%
FP
1744
Financial Perspectives
Minnesota
$265K -$5.5K -105 -2%
WG
1745
Welch Group
Alabama
$265K -$100K -1,910 -26%
RCM
1746
Requisite Capital Management
Texas
$264K – – –
YIH
1747
Y-Intercept (HK)
Hong Kong
$263K +$277K +5,280 New
SWRP
1748
Summit Wealth & Retirement Planning
California
$263K – – –
DWA
1749
Douglass Winthrop Advisors
New York
$263K – – –
VWA
1750
Visionary Wealth Advisors
Illinois
$263K +$5.76K +110 +2%
68 69
70
71 72