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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1951
Level Wealth Management
North Carolina
$363K +$7K +109 +2%
MAWA
1952
Moss Adams Wealth Advisors
Washington
$359K -$55.3K -861 -14%
BTW
1953
Boston Trust Walden
Massachusetts
$358K – – –
CLP
1954
Charis Legacy Partners
Texas
$356K +$74.2K +1,155 +27%
CWM
1955
Capital Wealth Management
Rhode Island
$356K +$129 +2 +0%
PIFP
1956
Partners in Financial Planning
Virginia
$355K +$450 +7 +0.1%
ACI
1957
Alpha Cubed Investments
California
$355K -$12.2K -190 -3%
HFO
1958
Heritage Family Offices
Arizona
$355K -$5.27K -82 -1%
AT
1959
Avalon Trust
New Mexico
$353K – – –
VPF
1960
Vantage Point Financial
Illinois
$353K -$8.74K -136 -2%
DCM
1961
Dimension Capital Management
Florida
$352K – – –
ACM
1962
Advance Capital Management
Michigan
$352K -$7.91K -123 -2%
FF
1963
Fox Financial
Pennsylvania
$352K -$29.1K -453 -8%
DHC
1964
Drum Hill Capital
Connecticut
$351K – – –
TC
1965
TownSquare Capital
Utah
$350K -$190K -2,958 -36%
VCM
1966
Vivaldi Capital Management
Illinois
$350K -$127K -1,978 -27%
GHAM
1967
Gilman Hill Asset Management
Connecticut
$349K – – –
HCWM
1968
Hidden Cove Wealth Management
Washington
$348K +$343K +5,335 New
SW
1969
SkyOak Wealth
Michigan
$348K – – –
FFM
1970
Forum Financial Management
Illinois
$346K -$54.6K -850 -14%
RCM
1971
Requisite Capital Management
Texas
$346K – – –
RW
1972
RVW Wealth
California
$345K – – –
RBFC
1973
Roman Butler Fullerton & Co
Missouri
$343K +$514 +8 +0.2%
SA
1974
Sovran Advisors
California
$341K -$73.3K -1,140 -18%
SWM
1975
Segment Wealth Management
Texas
$341K -$3.54K -55 -1%
77 78
79
80 81