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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
551
KFA Private Wealth Group
Virginia
$11.8M -$4.28M -58,341 -28%
SW
552
StrongBox Wealth
Missouri
$11.8M -$55.4K -755 -0.5%
IA
553
IFG Advisory
Georgia
$11.7M +$11.2M +152,343 New
1NWS
554
1 North Wealth Services
Maryland
$11.7M +$62.7K +854 +0.6%
AIP
555
Ameritas Investment Partners
Nebraska
$11.7M -$2.42M -32,937 -18%
TF
556
Tompkins Financial
New York
$11.6M -$124K -1,692 -1%
TSWM
557
Triangle Securities Wealth Management
North Carolina
$11.6M +$135K +1,834 +1%
CAC
558
Certified Advisory Corp
Florida
$11.6M -$523K -7,122 -5%
ISWM
559
Independent Solutions Wealth Management
New York
$11.6M -$118K -1,609 -1%
EWM
560
Evercore Wealth Management
New York
$11.5M +$302K +4,118 +3%
AWC
561
Abundance Wealth Counselors
Pennsylvania
$11.5M +$4.33M +58,945 +65%
SFMG
562
Sage Financial Management Group
Virginia
$11.5M +$52.8K +719 +0.5%
PWA
563
Physician Wealth Advisors
Utah
$11.5M -$15.5K -211 -0.1%
SW
564
SlateStone Wealth
Florida
$11.4M +$335K +4,568 +3%
PS
565
Principal Securities
Iowa
$11.3M -$1.22M -16,659 -10%
EB
566
Eastern Bank
Massachusetts
$11.1M -$1.4M -19,097 -12%
BTWM
567
Baker Tilly Wealth Management
Wisconsin
$11.1M +$1.44M +19,604 +16%
IWM
568
Inlight Wealth Management
Georgia
$11M +$1.75M +23,813 +20%
CWA
569
Cascade Wealth Advisors
Washington
$11M +$2.12M +28,846 +26%
AFG
570
Allegheny Financial Group
Pennsylvania
$11M +$324K +4,418 +3%
SIM
571
Stratos Investment Management
Ohio
$11M -$592K -8,064 -5%
PBF
572
Petix & Botte Financial
California
$10.9M +$4.68M +63,846 +82%
MWM
573
Mascoma Wealth Management
New Hampshire
$10.9M +$233K +3,176 +2%
RSVP
574
Ramsay Stattman Vela & Price
Colorado
$10.9M +$168K +2,289 +2%
ABC
575
Associated Banc-Corp
Wisconsin
$10.9M -$317K -4,317 -3%
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