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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
376
Symphony Financial
Texas
$16M -$629K -9,815 -4%
EFA
377
Evernest Financial Advisors
Indiana
$16M +$506K +7,885 +3%
AWM
378
Avondale Wealth Management
Texas
$15.9M -$309K -4,816 -2%
LPAM
379
Lodestar Private Asset Management
California
$15.8M -$12.8K -199 -0.1%
1SB
380
1ST Source Bank
Indiana
$15.8M -$45.2K -704 -0.3%
CWAF
381
Core Wealth Advisors (Florida)
Florida
$15.7M +$21.8K +340 +0.1%
AMG
382
Asset Management Group
Connecticut
$15.7M -$30.5K -476 -0.2%
KLI
383
Kelman-Lazarov Inc
Tennessee
$15.6M +$67.1K +1,046 +0.4%
CNC
384
Citizens & Northern Corp
Pennsylvania
$15.6M +$149K +2,323 +0.9%
TCBWMS
385
Texas Capital Bank Wealth Management Services
Texas
$15.5M +$257K +4,008 +2%
MSA
386
Mason Street Advisors
Wisconsin
$15.5M -$5.59M -87,100 -26%
TWP
387
Tower Wealth Partners
Pennsylvania
$15.5M -$63.5K -990 -0.4%
GPA
388
Guidance Point Advisors
Massachusetts
$15.3M +$269K +4,191 +2%
TCM
389
Towercrest Capital Management
Pennsylvania
$15.3M +$327K +5,102 +2%
CWA
390
Clarity Wealth Advisors
California
$15.3M +$771K +12,018 +5%
CFFNO
391
Common Fund For Nonprofit Organizations
Connecticut
$15.2M +$66.8K +1,042 +0.4%
NPF
392
Norris Perne & French
Michigan
$15.2M -$1.39M -21,660 -8%
BCI
393
Brinker Capital Investments
Pennsylvania
$15M +$421K +6,562 +3%
OPS
394
Orion Portfolio Solutions
Nebraska
$15M +$421K +6,562 +3%
SWM
395
Spire Wealth Management
Virginia
$14.9M -$15.1M -235,909 -50%
BW
396
BostonPremier Wealth
Massachusetts
$14.8M +$15.3M +237,979 New
WAG
397
Winthrop Advisory Group
Massachusetts
$14.7M +$153K +2,388 +1%
VFPW
398
Vantage Financial Partners (Wisconsin)
Wisconsin
$14.7M -$13.4M -208,741 -47%
SMC
399
Smith, Moore & Co
Missouri
$14.7M +$636K +9,923 +4%
PIC
400
Platt Investment Counsel
Florida
$14.7M -$311K -4,843 -2%
14 15
16
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