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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMC
751
Heritage Investors Management Corp
Maryland
$3.93M +$166K +3,280 +5%
SF
752
Summit Financial
New Jersey
$3.93M -$279K -5,505 -7%
LWMNY
753
Landmark Wealth Management (New York)
New York
$3.92M +$243K +4,790 +7%
GWM
754
GSB Wealth Management
Connecticut
$3.92M +$101K +1,995 +3%
CHC
755
City Holding Co
West Virginia
$3.91M +$411K +8,095 +13%
ST
756
Sabal Trust
Florida
$3.9M +$754K +14,875 +27%
GSWM
757
Greenup Street Wealth Management
Michigan
$3.88M -$126K -2,485 -3%
OCM
758
Orion Capital Management
California
$3.87M -$179K -3,535 -5%
PGWM
759
Parisi Gray Wealth Management
New Jersey
$3.86M +$36.8K +725 +1%
WF
760
Welch & Forbes
Massachusetts
$3.86M -$76.1K -1,500 -2%
VFP
761
Verus Financial Partners
Virginia
$3.84M -$200K -3,945 -5%
FFG
762
Foundry Financial Group
New Hampshire
$3.83M +$3.51M +69,125 New
HH
763
Hilltop Holdings
Texas
$3.82M +$20.3K +400 +0.6%
HWM
764
HighMark Wealth Management
Minnesota
$3.82M +$461K +9,085 +15%
AFS
765
Annapolis Financial Services
Maryland
$3.81M +$59.3K +1,170 +2%
UBG
766
United Bank (Georgia)
Georgia
$3.8M +$2.03K +40 +0.1%
EW
767
Element Wealth
Mississippi
$3.78M -$99.9K -1,970 -3%
SFMG
768
Sage Financial Management Group
Virginia
$3.77M +$292K +5,755 +9%
WPC
769
Wedmont Private Capital
Pennsylvania
$3.76M -$184K -3,625 -5%
PWM
770
Partnership Wealth Management
Maryland
$3.76M +$3.5M +68,950 New
TW
771
TritonPoint Wealth
Maryland
$3.75M +$3.43M +67,650 New
WHG
772
Westwood Holdings Group
Texas
$3.74M -$106K -2,095 -3%
MA
773
Mutual Advisors
Nebraska
$3.73M -$436K -8,600 -11%
IWM
774
IHT Wealth Management
Illinois
$3.72M -$234K -4,615 -6%
BJL
775
Brighton Jones LLC
Washington
$3.7M +$1.17M +23,015 +53%
29 30
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