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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
2501
Newbridge Financial Services Group
Florida
$198K +$137K +1,871 +267%
CWP
2502
Concord Wealth Partners
Virginia
$193K +$184K +2,508 New
PWM
2503
Provident Wealth Management
Tennessee
$193K -$1.25K -17 -0.7%
OL
2504
one8zero8 LLC
North Carolina
$193K – – –
CFSG
2505
Community Financial Services Group
Vermont
$193K +$13.6K +185 +8%
PCTC
2506
Perkins Coie Trust Company
Washington
$189K – – –
W
2507
WealthCollab
Washington
$187K – – –
SA
2508
SRH Advisors
Kansas
$186K – – –
BC
2509
Barrett & Company
Rhode Island
$184K – – –
PFA
2510
Pillar Financial Advisors
Kentucky
$176K – – –
GSEP
2511
Golden State Equity Partners
California
$175K -$1.38M -18,846 -89%
MCM
2512
Manchester Capital Management
Vermont
$175K +$150K +2,048 +944%
AA
2513
Addison Advisors
Vermont
$174K -$160K -2,183 -49%
AWA
2514
Acumen Wealth Advisors
Tennessee
$174K -$15.1K -206 -8%
KB
2515
Kimelman & Baird
New York
$173K – – –
MNA
2516
Manning & Napier Advisors
New York
$173K – – –
FGC
2517
Financial Gravity Companies
Texas
$172K +$163K +2,226 New
FUBT
2518
First United Bank & Trust
Maryland
$171K – – –
SC
2519
Steph & Co
Wisconsin
$169K – – –
SMA
2520
Sage Mountain Advisors
Georgia
$168K – – –
TLA
2521
Tanglewood Legacy Advisors
Texas
$167K – – –
KFGG
2522
Keystone Financial Group (Georgia)
Georgia
$166K – – –
RFA
2523
Reyes Financial Architecture
California
$166K -$954 -13 -0.6%
PF
2524
PlanVest Financial
Maryland
$165K +$4.48K +61 +3%
WA
2525
Walsh & Associates
Florida
$162K +$26.4K +360 +21%
99 100
101
102 103