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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1901
Coston McIsaac & Partners
Maine
$9K -$206K -4,040 -95%
VCM
1902
Vigilant Capital Management
Maine
$9K – – –
BBPWM
1903
Blue Bell Private Wealth Management
Pennsylvania
$8.76K – – –
TWA
1904
TCI Wealth Advisors
Arizona
$7.5K -$16.6K -325 -68%
PFA
1905
Pathway Financial Advisers
Indiana
$6.23K – – –
PP
1906
Pacifica Partners
Canada
$6.12K – – –
ICM
1907
Islay Capital Management
Texas
$6K – – –
TVWM
1908
Tower View Wealth Management
Wisconsin
$4K – – –
LWA
1909
Lowe Wealth Advisors
Maryland
$3.5K – – –
C
1910
Covestor
United Kingdom
$3K – – –
FFL
1911
Financial Freedom LLC
Ohio
$2.82K – – –
SIS
1912
Sound Income Strategies
Florida
$1.5K -$764 -15 -33%
ACB
1913
Aristotle Capital Boston
Massachusetts
$1.5K -$76.9K -1,510 -98%
CCM
1914
Copeland Capital Management
Pennsylvania
$1K -$30.6K -600 -98%
RMC
1915
Resources Management Corp
Connecticut
$1K -$24.2K -475 -24%
SWG
1916
Summit Wealth Group
Vermont
$1K +$49.1M +963,115 New
OIS
1917
Okabena Investment Services
Minnesota
$750 -$102K -2,005 -99%
PIM
1918
Parker Investment Management
California
– -$106M -2,190,825 Closed
RVPG
1919
Relative Value Partners Group
– -$15.5M -319,590 Closed
SCM
1920
SCS Capital Management
Massachusetts
– -$5.27M -108,900 Closed
EG
1921
Ellerson Group
Maryland
– -$4.18M -86,315 Closed
GP
1922
Geneva Partners
Wisconsin
– -$4.08M -84,235 Closed
FAM
1923
Frontier Asset Management
Wyoming
– -$3.8M -78,595 Closed
TWA
1924
Tillar-Wenstrup Advisors
Ohio
– -$2.85M -58,965 Closed
HAS
1925
HBW Advisory Services
California
– -$2.31M -47,655 Closed
75 76
77
78 79