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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
351
Marino Stram & Associates
Massachusetts
$16.2M +$320K +5,313 +2%
AWM
352
Avondale Wealth Management
Texas
$16.2M +$359K +5,950 +2%
FNT
353
First Nebraska Trust
Nebraska
$16.2M +$82.2K +1,363 +0.5%
SF
354
Symphony Financial
Texas
$15.9M +$96.3K +1,597 +0.6%
1SB
355
1ST Source Bank
Indiana
$15.8M +$46.6K +773 +0.3%
LPAM
356
Lodestar Private Asset Management
California
$15.8M -$414K -6,872 -3%
AMG
357
Asset Management Group
Connecticut
$15.7M +$489K +8,114 +3%
JWBC
358
J.W. Burns & Co
New York
$15.7M +$283K +4,689 +2%
CWAF
359
Core Wealth Advisors (Florida)
Florida
$15.7M +$142K +2,351 +0.9%
IA
360
IFG Advisory
Georgia
$15.6M +$492K +8,155 +3%
TWP
361
Tower Wealth Partners
Pennsylvania
$15.5M +$27K +447 +0.2%
KLI
362
Kelman-Lazarov Inc
Tennessee
$15.5M +$302K +5,000 +2%
EFA
363
Evernest Financial Advisors
Indiana
$15.5M +$326K +5,407 +2%
CNC
364
Citizens & Northern Corp
Pennsylvania
$15.4M +$1.82M +30,261 +14%
TCOV
365
Trust Company of Vermont
Vermont
$15.4M +$170K +2,827 +1%
GSWM
366
Greenup Street Wealth Management
Michigan
$15.4M +$4.02M +66,739 +37%
KPWS
367
Kestra Private Wealth Services
Texas
$15.4M -$5.59M -92,663 -27%
TAM
368
Titleist Asset Management
Texas
$15.3M +$1.43M +23,688 +11%
TCBWMS
369
Texas Capital Bank Wealth Management Services
Texas
$15.3M +$107K +1,774 +0.7%
PAS
370
Park Avenue Securities
New York
$15.2M +$1.05M +17,442 +8%
SFA
371
Sequoia Financial Advisors
Ohio
$15.2M -$635K -10,537 -4%
CFFNO
372
Common Fund For Nonprofit Organizations
Connecticut
$15.1M +$14.7M +243,100 New
FWM
373
FFT Wealth Management
Pennsylvania
$15.1M -$38.7K -642 -0.3%
MA
374
Montag & Associates
Georgia
$15.1M -$130K -2,154 -0.9%
GPA
375
Guidance Point Advisors
Massachusetts
$15M +$214K +3,556 +1%
13 14
15
16 17