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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Concentric Wealth Management
California
$358K +$343K +10,825 New
NHC
702
Nicholas Hoffman & Company
Georgia
$357K +$341K +10,745 New
OCM
703
One Capital Management
California
$356K – – –
LIA
704
LS Investment Advisors
Michigan
$352K – – –
CFD
705
Creative Financial Designs
Indiana
$348K +$334K +10,520 New
PFO
706
Pathstone Family Office
New Jersey
$347K +$333K +10,500 New
DE
707
Day & Ennis
Georgia
$345K +$46.3K +1,460 +16%
CIAS
708
Capital Investment Advisory Services
North Carolina
$343K +$329K +10,375 New
M
709
MOTCO
Texas
$341K +$1.11K +35 +0.3%
CPA
710
Clear Perspective Advisors
Illinois
$339K +$325K +10,260 New
OLA
711
Oliver Luxxe Assets
New Jersey
$334K +$321K +10,115 New
PCFFS
712
Pacific Center for Financial Services
California
$333K +$319K +10,075 New
CIS
713
Connors Investor Services
Pennsylvania
$331K -$13.5K -425 -4%
EWM
714
Empirical Wealth Management
Washington
$330K +$40.9K +1,290 +15%
PFS
715
Prospera Financial Services
Texas
$327K -$34.7K -1,095 -10%
EC
716
Estate Counselors
Wisconsin
$327K – – –
OA
717
Opes Advisors
California
$325K +$312K +9,835 New
AI
718
Accredited Investors
Minnesota
$321K +$308K +9,700 New
JG
719
Jefferies Group
New York
$320K +$307K +9,670 New
AWM
720
Affinity Wealth Management
Delaware
$319K -$19.3K -610 -6%
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$316K -$516K -16,275 -63%
BFA
722
Bragg Financial Advisors
North Carolina
$315K – – –
TH
723
TCTC Holdings
Texas
$308K -$11.9K -375 -4%
KCPG
724
Kavar Capital Partners Group
Kansas
$306K -$4.92K -155 -2%
GIA
725
Guyasuta Investment Advisors
Pennsylvania
$306K – – –
27 28
29
30 31