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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
376
Orin Green Financial
California
$11.4M +$178K +3,690 +2%
GPA
377
Guidance Point Advisors
Massachusetts
$11.3M +$631K +13,065 +6%
HF
378
Halpern Financial
Virginia
$11.3M -$243K -5,020 -2%
BFP
379
Beacon Financial Planning
Massachusetts
$11.3M +$11.3M +233,950 New
EWA
380
EP Wealth Advisors
California
$11.3M +$7.81M +161,650 +224%
PWMAG
381
Pinnacle Wealth Management Advisory Group
New Jersey
$11.1M +$1.06M +21,925 +11%
NPF
382
Norris Perne & French
Michigan
$11M +$292K +6,050 +3%
IWMA
383
Ironwood Wealth Management (Arizona)
Arizona
$11M -$82.9K -1,715 -0.7%
WAG
384
Winthrop Advisory Group
Massachusetts
$10.9M +$3.72M +76,960 +52%
FFS
385
Founders Financial Securities
Maryland
$10.9M +$1.14M +23,585 +12%
AWC
386
Abundance Wealth Counselors
Pennsylvania
$10.8M +$1M +20,775 +10%
TCM
387
Towercrest Capital Management
Pennsylvania
$10.7M -$99K -2,050 -0.9%
PPW
388
PACK Private Wealth
Minnesota
$10.7M +$172K +3,555 +2%
AA
389
Ancora Advisors
Ohio
$10.5M +$90.8K +1,880 +0.9%
EFM
390
Eley Financial Management
Vermont
$10.5M +$10.5M +217,200 New
AWM
391
Avior Wealth Management
Nebraska
$10.4M +$407K +8,425 +4%
NCM
392
Neumann Capital Management
California
$10.4M -$187K -3,880 -2%
CIBC World Market
393
CIBC World Market
Ontario, Canada
$10.4M +$520K +10,760 +5%
WWM
394
Western Wealth Management
Colorado
$10.3M -$11.9M -246,160 -54%
RF
395
Resolute Financial
Massachusetts
$10.3M +$271K +5,600 +3%
AWM
396
Avondale Wealth Management
Texas
$10.2M +$754K +15,600 +8%
MBT
397
Montecito Bank & Trust
California
$10.1M +$228K +4,715 +2%
JF
398
JSF Financial
California
$10M +$130K +2,685 +1%
TCM
399
Traynor Capital Management
Pennsylvania
$9.9M +$1.17M +24,225 +13%
CWM
400
CCG Wealth Management
California
$9.89M +$235K +4,855 +2%
14 15
16
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