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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1951
Mengis Capital Management
Oregon
$220K +$201K +3,960 New
ECA
1952
Elevated Capital Advisors
Utah
$219K +$200K +3,950 New
CWM
1953
Chemistry Wealth Management
New York
$218K -$7.35K -145 -4%
SWM
1954
Sterling Wealth Management
Illinois
$217K +$199K +3,920 New
LC
1955
Lavaca Capital
Texas
$216K -$183K -3,605 -48%
CA
1956
Carson Advisory
Georgia
$216K +$197K +3,890 New
AA
1957
Addison Advisors
Vermont
$215K – – –
TSW
1958
Thompson Siegel & Walmsley
Virginia
$215K – – –
FVWA
1959
Foster Victor Wealth Advisors
South Carolina
$215K +$199K +3,925 New
TA
1960
TrueWealth Advisors
Alabama
$215K -$41.6K -820 -17%
CMI
1961
Clare Market Investments
Texas
$213K -$19K -375 -9%
SAI
1962
Savvy Advisors Inc
New York
$213K +$195K +3,840 New
ESBC
1963
E.S. Barr & Co
Kentucky
$213K +$195K +3,835 New
WWM
1964
Wolff Wiese Magana
California
$213K -$671K -13,230 -78%
HFRG
1965
Houlihan Financial Resource Group
Virginia
$212K +$194K +3,830 New
LWM
1966
LongView Wealth Management
Georgia
$211K +$197K +3,880 New
GC
1967
Gratus Capital
Georgia
$211K +$193K +3,800 New
JWM
1968
JGP Wealth Management
Oregon
$211K +$193K +3,800 New
CIA
1969
Choate Investment Advisors
Massachusetts
$210K -$8.37K -165 -4%
BWM
1970
BNC Wealth Management
Oregon
$210K +$192K +3,785 New
MFWP
1971
Mosaic Family Wealth Partners
Missouri
$209K -$47.7K -940 -20%
DWA
1972
Delap Wealth Advisory
Oregon
$208K +$191K +3,760 New
DFA
1973
DHK Financial Advisors
New Hampshire
$208K +$190K +3,750 New
HCM
1974
Hall Capital Management
Rhode Island
$208K +$190K +3,750 New
HWA
1975
Heartwood Wealth Advisors
Virginia
$208K +$190K +3,750 New
77 78
79
80 81