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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
751
Sterling Financial Planning
New Jersey
$4.29M -$300K -5,109 -7%
HWM
752
HighMark Wealth Management
Minnesota
$4.29M +$99.2K +1,689 +2%
CFGS
753
Concourse Financial Group Securities
Alabama
$4.28M -$25.3K -431 -0.6%
WHG
754
Westwood Holdings Group
Texas
$4.26M +$270K +4,594 +7%
PO
755
Private Ocean
California
$4.26M +$2.56M +43,617 +150%
FPCG
756
Forum Private Client Group
Indiana
$4.26M -$155K -2,637 -3%
AWM
757
Aprio Wealth Management
Georgia
$4.21M -$182K -3,105 -4%
SW
758
Simplicity Wealth
New Jersey
$4.2M -$54K -920 -1%
EI
759
Ellevest Inc
New York
$4.19M +$17.9K +304 +0.4%
AL
760
Aspiriant LLC
California
$4.19M -$775K -13,199 -16%
BFWA
761
Benchmark Financial Wealth Advisors
Florida
$4.18M -$124K -2,104 -3%
HIMC
762
Heritage Investors Management Corp
Maryland
$4.15M -$18.2K -310 -0.4%
NL
763
NEPC LLC
Massachusetts
$4.14M -$102K -1,738 -2%
AWMG
764
Alliance Wealth Management Group
New Jersey
$4.13M +$230K +3,911 +6%
UCB
765
United Community Bank
South Carolina
$4.11M -$266K -4,524 -6%
BJL
766
Brighton Jones LLC
Washington
$4.1M +$206K +3,499 +5%
ECM
767
Evergreen Capital Management
Washington
$4.09M +$540K +9,197 +15%
HH
768
Hilltop Holdings
Texas
$4.08M -$98.7K -1,680 -2%
FFG
769
Foundry Financial Group
New Hampshire
$4.05M +$100K +1,708 +3%
RWA
770
River Wealth Advisors
Pennsylvania
$4.05M -$103K -1,750 -2%
NB
771
NBT Bank
New York
$4.03M +$58.9K +1,002 +1%
GFP
772
Gryphon Financial Partners
Ohio
$4.02M +$240K +4,085 +6%
SAF
773
Smith Anglin Financial
Texas
$4.02M -$309K -5,267 -7%
UBG
774
United Bank (Georgia)
Georgia
$3.99M +$8.7K +148 +0.2%
CFS
775
CGC Financial Services
Oregon
$3.97M +$3.99M +67,835 +96,907%
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