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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2001
Edgestream Partners
New Jersey
– -$291K -5,820 Closed
WA
2002
Wambolt & Associates
Colorado
– -$285K -5,690 Closed
AWAG
2003
ARS Wealth Advisors Group
Florida
– -$265K -5,305 Closed
NEWAS
2004
N.E.W. Advisory Services
Wisconsin
– -$246K -4,915 Closed
C
2005
CEDRUS
Colorado
– -$245K -4,885 Closed
CW
2006
Channel Wealth
California
– -$243K -4,850 Closed
VBWMG
2007
Von Berge Wealth Management Group
California
– -$242K -4,835 Closed
PNC
2008
Park National Corp
Ohio
– -$238K -4,755 Closed
SCI
2009
Stableford Capital II
Arizona
– -$212K -4,380 Closed
OWM
2010
OneAscent Wealth Management
Alabama
– -$204K -4,070 Closed
MPI
2011
Mairs & Power Inc
Minnesota
– -$202K -4,045 Closed
SC
2012
Saiph Capital
New Jersey
– -$202K -4,030 Closed
LNWTC
2013
Laird Norton Wetherby Trust Company
Washington
– -$201K -4,010 Closed
SSC
2014
Syverson Strege & Co
Iowa
– -$172K -3,445 Closed
WIM
2015
WealthPlan Investment Management
Nebraska
– -$25.5K -510 Closed
AWM
2016
Accel Wealth Management
Iowa
– -$22.3K -445 Closed
RF
2017
Robbins Farley
New Hampshire
– -$17.3K -345 Closed
WAG
2018
Windsor Advisory Group
Ohio
– -$13.9K -275 Closed
APW
2019
Atlantic Private Wealth
North Carolina
– -$10.8K -215 Closed
SGC
2020
Slocum, Gordon & Co
Rhode Island
– -$9.26K -185 Closed
TWA
2021
TCI Wealth Advisors
Arizona
– -$7.5K -150 Closed
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