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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
201
Roosevelt Investment Group
New York
$15.9M +$6.19M +160,120 +65%
TCM
202
Traynor Capital Management
Pennsylvania
$15.5M +$543K +14,060 +4%
ACM
203
Armbruster Capital Management
New York
$15.3M +$65.7K +1,700 +0.4%
GIM
204
Goelzer Investment Management
Indiana
$15.2M +$1.83M +47,460 +14%
HFA
205
High Falls Advisors
New York
$14.9M +$330K +8,540 +2%
GAG
206
GM Advisory Group
New York
$14.9M +$292K +7,550 +2%
WAM
207
Watermark Asset Management
California
$14.9M -$561K -14,510 -4%
CTA
208
Chesley Taft & Associates
Illinois
$14.8M -$145K -3,745 -1%
MBT
209
Montecito Bank & Trust
California
$14.7M -$210K -5,445 -1%
VCM
210
Vision Capital Management
Oregon
$14.7M -$773K -20,005 -5%
TPWA
211
TRUE Private Wealth Advisors
Oregon
$14.6M +$6.01M +155,560 +72%
HCA
212
Horan Capital Advisors
Ohio
$14.5M +$97.2K +2,515 +0.7%
PWLP
213
Prio Wealth Limited Partnership
Massachusetts
$14.5M +$155K +4,010 +1%
I
214
IberiaBank
Louisiana
$14.3M +$391K +10,115 +3%
LSERS
215
Louisiana State Employees Retirement System
Louisiana
$14.3M +$618K +16,000 +5%
LIM
216
Leavell Investment Management
Alabama
$14.2M -$46.9K -1,215 -0.3%
CPA
217
Capital Planning Advisors
California
$14.1M -$3.84M -99,495 -22%
KCM
218
Kanawha Capital Management
Virginia
$14M +$17.4K +450 +0.1%
LI
219
LVZ Inc
Michigan
$13.9M -$118K -3,045 -0.8%
TF
220
Tompkins Financial
New York
$13.8M -$311K -8,040 -2%
CWM
221
Cahaba Wealth Management
Georgia
$13.8M +$3.45M +89,240 +35%
CAM
222
Chandler Asset Management
California
$13.8M +$479K +12,400 +4%
WT
223
Whittier Trust
California
$13.7M +$1.91M +49,545 +16%
RMDI
224
R.M. Davis Inc
Maine
$13.5M +$682K +17,645 +5%
BOH
225
Bank of Hawaii
Hawaii
$13.4M -$177K -4,575 -1%
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9
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