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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2151
Pathway Financial Advisors
Vermont
$224K +$238K +3,838 New
NPT
2152
Nixon Peabody Trust
Massachusetts
$224K -$21K -338 -8%
WFA
2153
Wade Financial Advisory
California
$224K – – –
TNA
2154
True North Advisors
Texas
$223K +$238K +3,825 New
RCM
2155
RMR Capital Management
California
$221K – – –
FDCP
2156
Foster Dykema Cabot & Partners
Massachusetts
$219K – – –
SP
2157
Symmetry Partners
Connecticut
$219K -$34.6K -557 -13%
HCM
2158
Hall Capital Management
Rhode Island
$219K – – –
BL
2159
BFSG LLC
California
$219K +$7.89K +127 +4%
DP
2160
Denver PWM
Colorado
$218K +$621 +10 +0.3%
MAM
2161
Marquette Asset Management
Minnesota
$218K -$29.2K -471 -11%
GIM
2162
Gold Investment Management
Alberta, Canada
$217K – – –
MAM
2163
McLean Asset Management
Virginia
$217K +$62 +1 +0%
IWA
2164
Icon Wealth Advisors
Texas
$217K -$267K -4,301 -54%
TWM
2165
Topsail Wealth Management
North Carolina
$217K +$186 +3 +0.1%
MAG
2166
M3 Advisory Group
Massachusetts
$216K +$2.24K +36 +1%
CFG
2167
Clayton Financial Group
Missouri
$216K +$230K +3,699 New
BW
2168
Balance Wealth
Ohio
$215K +$229K +3,680 New
CPSAC
2169
Chas P. Smith & Associates (CPS)
Florida
$214K +$7.27K +117 +3%
ECA
2170
Elevated Capital Advisors
Utah
$213K -$30.9K -497 -12%
CAM
2171
Covenant Asset Management
New Jersey
$212K – – –
FFWA
2172
Forthright Family Wealth Advisory
Texas
$212K – – –
AP
2173
Adero Partners
California
$212K -$44.6K -719 -17%
BIM
2174
Baldwin Investment Management
Pennsylvania
$211K +$225K +3,620 New
APWA
2175
Atlas Private Wealth Advisors
New Jersey
$211K -$17.3K -279 -7%
85 86
87
88 89