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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
801
Glassman Wealth Services
Virginia
$621K -$65.3K -1,625 -10%
RWA
802
Ropes Wealth Advisors
Massachusetts
$618K -$130K -3,225 -17%
KCP
803
KDI Capital Partners
North Carolina
$617K -$453K -11,280 -42%
CWS
804
Cypress Wealth Services
California
$616K +$1.61K +40 +0.3%
WGCA
805
Wolf Group Capital Advisors
Virginia
$607K +$206K +5,130 +52%
GFPC
806
Global Financial Private Capital
Florida
$606K +$128K +3,175 +27%
MLL
807
Moody Lynn & Lieberson
Massachusetts
$601K – – –
SC
808
Slow Capital
California
$600K +$599K +14,895 New
SC
809
Scotia Capital
Ontario, Canada
$599K +$284K +7,060 +90%
PFA
810
Pure Financial Advisors
California
$593K +$592K +14,725 New
CMP
811
Courage Miller Partners
Virginia
$591K +$1.41K +35 +0.2%
SWM
812
Stockman Wealth Management
Montana
$591K +$99.5K +2,475 +20%
AFNAS
813
American Financial Network Advisory Services
California
$589K +$585K +14,545 +96,967%
BI
814
Ballast Inc
Kentucky
$587K – – –
CCA
815
Cobblestone Capital Advisors
New York
$583K +$86.2K +2,145 +17%
GMA
816
Goldstein Munger & Associates
California
$579K – – –
BAM
817
Belpointe Asset Management
Nevada
$577K +$576K +14,335 New
DW
818
Domani Wealth
Pennsylvania
$572K -$66.7K -1,660 -10%
SC
819
Scholtz & Company
Connecticut
$572K – – –
EFS
820
Essex Financial Services
Connecticut
$572K +$134K +3,335 +31%
DWM
821
Doyle Wealth Management
Florida
$571K +$40.6K +1,010 +8%
FPCG
822
Fort Pitt Capital Group
Pennsylvania
$570K +$29.5K +735 +5%
MC
823
Martin & Co
Tennessee
$567K -$6.03K -150 -1%
EFSCE
824
Enterprise Financial Services Corp (EFSC)
Missouri
$564K -$264K -6,580 -32%
SBWM
825
Sunflower Bank Wealth Management
Arizona
$563K – – –
31 32
33
34 35