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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
1951
Bull Street Advisors
Georgia
$356K – – –
AWM
1952
Aberdeen Wealth Management
Illinois
$355K – – –
LEA
1953
Legacy Edge Advisors
New York
$351K -$7.04K -120 -2%
SP
1954
Successful Portfolios
Florida
$351K +$646 +11 +0.2%
AIP
1955
Almanack Investment Partners
Pennsylvania
$350K +$331K +5,636 New
ACI
1956
Alpha Cubed Investments
California
$349K -$35K -596 -10%
CWM
1957
Cherrydale Wealth Management
New Jersey
$348K -$4.17K -71 -1%
GCA
1958
Gradient Capital Advisors
California
$348K – – –
MWM
1959
McNaughton Wealth Management
California
$347K – – –
NW
1960
Naviter Wealth
Arkansas
$347K +$25.8K +440 +9%
SCA
1961
STALEY CAPITAL ADVISERS
Pennsylvania
$345K +$5.58K +95 +2%
MAS
1962
Meeder Advisory Services
Ohio
$344K +$326K +5,553 New
VPF
1963
Vantage Point Financial
Illinois
$344K -$6.75K -115 -2%
ACM
1964
Advance Capital Management
Michigan
$342K +$38.7K +660 +14%
MAA
1965
Matrix Asset Advisors
New York
$342K +$324K +5,511 New
SBLIC
1966
Security Benefit Life Insurance Company
Kansas
$341K – – –
BTW
1967
Boston Trust Walden
Massachusetts
$340K -$8.51K -145 -3%
PFM
1968
Potomac Fund Management
Florida
$339K -$30.8K -525 -9%
CWM
1969
Capital Wealth Management
Rhode Island
$338K +$117 +2 +0%
LWM
1970
Level Wealth Management
North Carolina
$338K +$320K +5,448 New
RBFC
1971
Roman Butler Fullerton & Co
Missouri
$338K +$411 +7 +0.1%
AO
1972
Advisor OS
Illinois
$337K +$31.8K +541 +11%
SRWM
1973
Shira Ridge Wealth Management
California
$337K – – –
PIFP
1974
Partners in Financial Planning
Virginia
$337K +$411 +7 +0.1%
AT
1975
Avalon Trust
New Mexico
$336K +$221K +3,759 +227%
77 78
79
80 81