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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
751
Patten Group
Tennessee
$2.3M -$75.7K -1,565 -3%
KIG
752
Kowal Investment Group
Wisconsin
$2.29M +$546K +11,290 +28%
BFG
753
Beacon Financial Group
Texas
$2.29M +$85.1K +1,760 +4%
CAG
754
Crestwood Advisors Group
Massachusetts
$2.26M -$63.3K -1,310 -2%
SAS
755
Stelac Advisory Services
New York
$2.26M +$57.8K +1,195 +2%
BAM
756
Belpointe Asset Management
Nevada
$2.26M +$68.9K +1,425 +3%
OMC
757
Old Mission Capital
Illinois
$2.24M +$2.47M +51,000 New
RWRC
758
R.W. Roge & Company
New York
$2.22M -$365K -7,560 -13%
CNB
759
Camden National Bank
Maine
$2.22M +$4.35K +90 +0.2%
ATWA
760
Arbor Trust Wealth Advisors
Michigan
$2.21M -$170K -3,515 -7%
PRWA
761
Platte River Wealth Advisors
Colorado
$2.21M -$44.7K -925 -2%
BAAM
762
Baker Avenue Asset Management
California
$2.2M +$966K +19,980 +66%
DFA
763
Delta Financial Advisors
Louisiana
$2.2M – – –
MSAM
764
Moloney Securities Asset Management
Missouri
$2.19M -$30.5K -630 -1%
TAM
765
Townsend Asset Management
North Carolina
$2.18M -$99.8K -2,065 -4%
GC
766
Guggenheim Capital
Illinois
$2.18M -$102K -2,105 -4%
BFO
767
Biltmore Family Office
North Carolina
$2.16M +$87.5K +1,810 +4%
MWM
768
Meridian Wealth Management
Kentucky
$2.16M -$541K -11,190 -19%
NEPWA
769
New England Private Wealth Advisors
Massachusetts
$2.13M -$386K -7,975 -14%
TI
770
Truepoint Inc
Ohio
$2.13M +$114K +2,365 +5%
QCIG
771
Quad-Cities Investment Group
Iowa
$2.12M +$133K +2,755 +6%
BJL
772
Brighton Jones LLC
Washington
$2.11M +$273K +5,655 +13%
CS
773
Credit Suisse
Switzerland
$2.11M +$567K +11,735 +32%
BFO
774
Boston Family Office
Massachusetts
$2.1M -$359K -7,420 -13%
BRM
775
Boston Research & Management
Massachusetts
$2.1M -$62.6K -1,295 -3%
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