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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
801
Newman Dignan & Sheerar Inc
Rhode Island
$3.74M -$17.8K -303 -0.5%
CF
802
Convergence Financial
Missouri
$3.73M +$1.05M +17,887 +39%
BCG
803
Breakwater Capital Group
New Jersey
$3.71M +$38.2K +650 +1%
WF
804
Welch & Forbes
Massachusetts
$3.71M -$72.6K -1,235 -2%
SAM
805
Smithbridge Asset Management
Pennsylvania
$3.69M -$168K -2,854 -4%
TCA
806
Transcend Capital Advisors
New Jersey
$3.67M +$2.31M +39,311 +167%
PRWA
807
Platte River Wealth Advisors
Colorado
$3.67M +$17.6K +300 +0.5%
HL
808
HeadInvest LLC
Maine
$3.65M -$76.4K -1,300 -2%
EFS
809
Econ Financial Services
Pennsylvania
$3.63M -$3.33M -56,665 -48%
EW
810
Element Wealth
Mississippi
$3.62M -$337K -5,728 -8%
PIA
811
Perennial Investment Advisors
California
$3.62M +$203K +3,447 +6%
NOI
812
Newton One Investments
Delaware
$3.61M -$22.7K -386 -0.6%
BWCS
813
Beirne Wealth Consulting Services
Connecticut
$3.6M +$123K +2,087 +4%
WGCA
814
Wolf Group Capital Advisors
Virginia
$3.57M +$3.12M +53,090 +671%
AWM
815
AE Wealth Management
Kansas
$3.57M -$1.87M -31,855 -34%
BFG
816
Bleakley Financial Group
New Jersey
$3.57M +$173K +2,937 +5%
FWM
817
ForthRight Wealth Management
Georgia
$3.56M -$143K -2,435 -4%
WIA
818
Wetzel Investment Advisors
Indiana
$3.56M -$764 -13 -0%
CAM
819
Cozad Asset Management
Illinois
$3.55M +$182K +3,101 +5%
AM
820
AGF Management
Ontario, Canada
$3.54M -$933K -15,875 -21%
CV
821
Counterweight Ventures
North Carolina
$3.51M +$10.1K +172 +0.3%
MSWM
822
McGlone Suttner Wealth Management
Wisconsin
$3.5M -$2.79M -47,490 -79%
FTC
823
Farmers Trust Company
Ohio
$3.49M – – –
PWM
824
Partnership Wealth Management
Maryland
$3.48M -$664K -11,302 -16%
JCM
825
Jacobi Capital Management
Pennsylvania
$3.48M +$1.15M +19,649 +49%
31 32
33
34 35