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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1976
Fi3 Financial Advisors
Indiana
$237K -$4.87K -86 -2%
CIC
1977
Chilton Investment Company
Connecticut
$237K +$221K +3,900 New
BBW
1978
Blue Barn Wealth
Utah
$237K -$12.4K -219 -5%
TWM
1979
TriaGen Wealth Management
California
$236K +$220K +3,889 New
HAIM
1980
Hunter Associates Investment Management
Pennsylvania
$236K -$62K -1,095 -22%
TSW
1981
Thompson Siegel & Walmsley
Virginia
$236K – – –
AA
1982
Addison Advisors
Vermont
$236K – – –
SCA
1983
Stonebridge Capital Advisors
Minnesota
$236K +$10.7K +189 +5%
CWS
1984
Cypress Wealth Services
California
$235K -$137K -2,425 -39%
B
1985
Birchbrook
Maine
$235K -$132K -2,337 -38%
CMI
1986
Clare Market Investments
Texas
$234K – – –
HFRG
1987
Houlihan Financial Resource Group
Virginia
$233K – – –
WFA
1988
Wade Financial Advisory
California
$233K +$217K +3,835 New
TA
1989
TrueWealth Advisors
Alabama
$232K -$2.55K -45 -1%
CAM
1990
Concorde Asset Management
Michigan
$232K -$38.3K -676 -15%
MGIA
1991
Matthew Goff Investment Advisor
Texas
$231K -$13K -230 -6%
PP
1992
Pacifica Partners
Canada
$230K +$72.2K +1,276 +49%
RCM
1993
RMR Capital Management
California
$230K +$214K +3,785 New
E3F
1994
Eight 31 Financial
Texas
$229K +$213K +3,771 New
AMG
1995
Advisors Management Group
Wisconsin
$229K +$214K +3,773 New
RIG
1996
RiverFront Investment Group
Virginia
$228K +$213K +3,760 New
BPC
1997
Banque Pictet & Cie
Switzerland
$228K -$57.2K -1,010 -21%
DFA
1998
DHK Financial Advisors
New Hampshire
$228K – – –
HCM
1999
Hall Capital Management
Rhode Island
$228K – – –
GWA
2000
Gratus Wealth Advisors
Virginia
$227K -$123K -2,174 -35%
78 79
80
81 82