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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
376
Fifth Third Wealth Advisors
Ohio
$13.3M +$1.54M +30,350 +14%
PP
377
Pegasus Partners
Wisconsin
$13.1M -$3.83M -75,530 -24%
FIM
378
Freedom Investment Management
Connecticut
$13.1M +$2.93M +57,830 +32%
P
379
&Partners
Tennessee
$13.1M -$2.22M -43,860 -16%
BFP
380
Beacon Financial Planning
Massachusetts
$13.1M -$123K -2,420 -1%
AGA
381
Arkos Global Advisors
Texas
$13.1M +$4.66M +91,865 +64%
IWMA
382
Ironwood Wealth Management (Arizona)
Arizona
$13M +$242K +4,770 +2%
KLI
383
Kelman-Lazarov Inc
Tennessee
$13M +$693K +13,655 +6%
CFIA
384
Cantor Fitzgerald Investment Advisors
New York
$13M +$11.9M +234,025 New
PIC
385
Platt Investment Counsel
Florida
$12.9M -$1.78M -35,165 -13%
AA
386
Argent Advisors
Louisiana
$12.9M -$307K -6,060 -3%
CWAF
387
Core Wealth Advisors (Florida)
Florida
$12.8M +$343K +6,770 +3%
TCBWMS
388
Texas Capital Bank Wealth Management Services
Texas
$12.8M +$3.43M +67,600 +41%
IFG
389
Independent Financial Group
California
$12.8M +$878K +17,305 +8%
GS
390
GTS Securities
Florida
$12.8M +$6.04M +119,065 +106%
HSWM
391
Hubbell Strickland Wealth Management
Louisiana
$12.7M -$85.5K -1,685 -0.7%
MA
392
Montag & Associates
Georgia
$12.7M +$2.11M +41,670 +22%
SG
393
StoneX Group
New York
$12.5M +$743K +14,650 +7%
BFS
394
Burkett Financial Services
South Carolina
$12.5M +$11.4M +225,540 New
EFA
395
Evernest Financial Advisors
Indiana
$12.5M +$11.4M +225,360 New
WAG
396
Winthrop Advisory Group
Massachusetts
$12.4M +$376K +7,410 +3%
TCOV
397
Trust Company of Vermont
Vermont
$12.4M -$897K -17,695 -7%
EFM
398
Eley Financial Management
Vermont
$12.4M +$260K +5,130 +2%
GIA
399
Gladstone Institutional Advisory
Florida
$12.2M -$146K -2,870 -1%
GPA
400
Guidance Point Advisors
Massachusetts
$12.1M -$380K -7,485 -3%
14 15
16
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