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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
701
Goldstein Advisors
Wisconsin
$4.5M -$192K -3,790 -4%
SOS
702
Silver Oak Securities
Tennessee
$4.46M +$3.69M +72,805 +941%
MC
703
Middleton & Co
Massachusetts
$4.46M +$90.8K +1,790 +2%
SS
704
Sound Stewardship
Kansas
$4.45M +$162K +3,190 +4%
CV
705
Counterweight Ventures
North Carolina
$4.44M +$4.06M +80,130 New
CSPIA
706
Cary Street Partners Investment Advisory
Virginia
$4.44M +$190K +3,740 +5%
CWA
707
Clarus Wealth Advisors
Arizona
$4.44M +$4.16M +81,955 New
PCM
708
Perritt Capital Management
Illinois
$4.43M +$205K +4,045 +5%
BFWA
709
Benchmark Financial Wealth Advisors
Florida
$4.43M +$99.7K +1,965 +3%
FW
710
Fairway Wealth
Ohio
$4.42M +$4.05M +79,785 New
EG
711
Ellerson Group
Maryland
$4.42M -$60.4K -1,190 -1%
CFS
712
CRA Financial Services
New Jersey
$4.42M -$130K -2,565 -3%
SWA
713
SOA Wealth Advisors
New York
$4.41M -$3.55K -70 -0.1%
SCG
714
Sonata Capital Group
Washington
$4.4M – – –
LF
715
LifeSteps Financial
California
$4.36M -$55.8K -1,100 -1%
TCWA
716
Turtle Creek Wealth Advisors
Texas
$4.35M +$3.98M +78,405 New
SC
717
Stephenson & Company
California
$4.33M +$3.96M +78,065 New
WI
718
WrapManager Inc
California
$4.32M +$3.96M +78,005 New
AM
719
AGF Management
Ontario, Canada
$4.29M -$38K -750 -1%
CFGS
720
Concourse Financial Group Securities
Alabama
$4.26M -$1.42M -27,975 -27%
CFD
721
Creative Financial Designs
Indiana
$4.26M -$133K -2,620 -3%
VWM
722
VCI Wealth Management
Missouri
$4.24M +$3.88M +76,560 New
FPW
723
Flagship Private Wealth
Massachusetts
$4.24M +$200K +3,945 +5%
PPWM
724
PFG Private Wealth Management
Florida
$4.21M +$540K +10,655 +16%
ACA
725
Affinity Capital Advisors
California
$4.2M +$830K +16,370 +28%
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