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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
2126
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$381K – – –
AP
2127
Americana Partners
Texas
$380K -$118K -1,615 -25%
MFPI
2128
Midwest Financial Partners Investments
Minnesota
$377K -$81.7K -1,114 -19%
BL
2129
BCWM LLC
Kansas
$376K +$53.3K +726 +17%
OWP
2130
Obermeyer Wealth Partners
Colorado
$374K – – –
CFP
2131
Cascade Financial Partners
California
$374K +$9.61K +131 +3%
RFA
2132
Register Financial Advisors
Georgia
$374K +$60K +818 +20%
PCS
2133
Private Client Services
Kentucky
$373K -$12.3K -167 -3%
SAM
2134
Summit Asset Management
Tennessee
$373K -$31.6K -431 -8%
LDB
2135
Lee, Danner & Bass
Tennessee
$372K – – –
GP
2136
Geneva Partners
Wisconsin
$372K +$5.58K +76 +2%
GWA
2137
Gratus Wealth Advisors
Virginia
$372K – – –
CW
2138
Cedarwood Wealth
Colorado
$369K +$220 +3 +0.1%
CCMI
2139
Creative Capital Management Investments
California
$368K +$8.44K +115 +2%
PPG
2140
Peak Planning Group
Colorado
$368K -$8.44K -115 -2%
WMA
2141
West Michigan Advisors
Michigan
$368K +$4.48K +61 +1%
SPW
2142
Stillwater Private Wealth
Pennsylvania
$368K – – –
ZIG
2143
Zuckerman Investment Group
Illinois
$365K – – –
DBIA
2144
Dumont & Blake Investment Advisors
New Jersey
$364K -$1.76K -24 -0.5%
FAT
2145
First American Trust
California
$364K +$22.5K +306 +7%
TA
2146
TrueWealth Advisors
Alabama
$363K – – –
NI
2147
Natural Investments
California
$362K +$344K +4,695 New
CFP
2148
Curran Financial Partners
South Carolina
$361K +$75.1K +1,023 +28%
SAM
2149
Secure Asset Management
Michigan
$361K -$238K -3,238 -41%
GTAM
2150
Global Trust Asset Management
Florida
$361K +$43.7K +595 +15%
84 85
86
87 88