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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
351
Proathlete Wealth Management
Florida
$14.3M +$13.1M +258,355 New
LPAM
352
Lodestar Private Asset Management
California
$14.3M +$446K +8,795 +4%
PPW
353
PACK Private Wealth
Minnesota
$14.3M -$6.34K -125 -0%
1SB
354
1ST Source Bank
Indiana
$14.2M +$106K +2,095 +0.8%
APW
355
Acima Private Wealth
Virginia
$14.2M +$3.4M +67,040 +35%
CA
356
Centerpoint Advisors
Massachusetts
$14.1M +$524K +10,340 +4%
AWM
357
Avondale Wealth Management
Texas
$14.1M +$1.6M +31,600 +14%
SIM
358
Stratos Investment Management
Ohio
$14M +$879K +17,330 +7%
GG
359
Greenwood Gearhart
Arkansas
$14M +$12.3M +242,470 +2,272%
NPF
360
Norris Perne & French
Michigan
$13.9M +$153K +3,015 +1%
BWP
361
BSW Wealth Partners
Colorado
$13.9M +$47.7K +940 +0.4%
FMN
362
Financial Management Network
California
$13.9M -$428K -8,445 -3%
WS
363
Wela Strategies
Georgia
$13.9M +$167K +3,285 +1%
MWM
364
MTC Wealth Management
Florida
$13.9M -$135K -2,665 -1%
MSA
365
Marino Stram & Associates
Massachusetts
$13.9M +$72.3K +1,425 +0.6%
TWP
366
Tower Wealth Partners
Pennsylvania
$13.9M -$224K -4,425 -2%
SA
367
Strategic Advocates
Utah
$13.7M -$40.6K -800 -0.3%
AEPWM
368
Atlantic Edge Private Wealth Management
Florida
$13.6M +$12.5M +246,230 New
AFA
369
American Financial Advisors
Georgia
$13.6M -$45.9K -905 -0.4%
AIP
370
Ameritas Investment Partners
Nebraska
$13.6M +$2.47M +48,785 +25%
MFC
371
Mechanics Financial Corp
Ohio
$13.6M -$1.05M -20,625 -8%
AMG
372
Asset Management Group
Connecticut
$13.5M -$152K -2,990 -1%
MCWS
373
McKinley Carter Wealth Services
West Virginia
$13.4M +$240K +4,730 +2%
BCI
374
Brinker Capital Investments
Pennsylvania
$13.4M -$4.11M -80,940 -25%
OPS
375
Orion Portfolio Solutions
Nebraska
$13.4M -$4.11M -80,940 -25%
13 14
15
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