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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
RAS
1976
RPS Advisory Solutions
Kentucky
$234K +$235K +4,000 New
LWM
1977
LongView Wealth Management
Georgia
$234K +$117 +2 +0.1%
RFP
1978
Root Financial Partners
California
$234K +$235K +3,995 New
FWM
1979
Focused Wealth Management
New York
$233K +$529 +9 +0.2%
CI
1980
Ceera Investments
Texas
$233K – – –
SFA
1981
Seneca Financial Advisors
New York
$232K +$233K +3,970 New
SCA
1982
Stonebridge Capital Advisors
Minnesota
$232K +$5.35K +91 +2%
BPAMU
1983
BTG Pactual Asset Management US
New York
$232K +$233K +3,970 New
DPW
1984
DiNuzzo Private Wealth
Pennsylvania
$232K – – –
MAS
1985
Meeder Advisory Services
Ohio
$231K +$232K +3,946 New
BF
1986
Brooklyn FI
New York
$231K +$232K +3,945 New
FWM
1987
Fingerlakes Wealth Management
New York
$231K +$587 +10 +0.3%
GWSG
1988
GPS Wealth Strategies Group
Colorado
$230K +$50.4K +858 +28%
IWA
1989
Icon Wealth Advisors
Texas
$229K -$47.9K -816 -18%
CF
1990
Clarity Financial
Texas
$229K -$123K -2,090 -35%
BBW
1991
Blue Barn Wealth
Utah
$228K – – –
FCM
1992
Fortis Capital Management
Washington
$228K +$16.3K +277 +8%
TSW
1993
Thompson Siegel & Walmsley
Virginia
$227K – – –
CWS
1994
Cypress Wealth Services
California
$226K -$294 -5 -0.1%
PCS
1995
Private Client Services
Kentucky
$226K -$19.7K -336 -8%
SWIG
1996
Strategic Wealth Investment Group
Kentucky
$225K +$228K +3,889 New
SWG
1997
Summit Wealth Group
Vermont
$225K +$226K +3,850 New
WFA
1998
Wade Financial Advisory
California
$224K – – –
C1AG
1999
Client 1st Advisory Group
Florida
$223K -$36.5K -621 -14%
LWM
2000
Liberty Wealth Management
California
$223K -$10.7K -182 -5%
78 79
80
81 82