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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
WGCA
901
Wolf Group Capital Advisors
Virginia
$2.12M +$166K +3,175 +8%
BWL
902
Bogart Wealth LLC
Virginia
$2.11M +$11.5K +220 +0.5%
ECM
903
Evergreen Capital Management
Washington
$2.11M – – –
KFSC
904
Keystone Financial Services (Colorado)
Colorado
$2.11M +$2.22M +42,315 New
SGK
905
Steigerwald Gordon & Koch
Virginia
$2.1M +$26.2K +500 +1%
KIA
906
KCM Investment Advisors
California
$2.1M – – –
GC
907
Guggenheim Capital
Illinois
$2.08M -$202K -3,855 -8%
NFP
908
NorthLanding Financial Partners
New York
$2.07M +$143K +2,725 +7%
EFL
909
ERn Financial LLC
Wisconsin
$2.07M -$5.5K -105 -0.3%
SYBT
910
Stock Yards Bank & Trust
Kentucky
$2.05M -$786 -15 -0%
AWA
911
Aaron Wealth Advisors
Illinois
$2.05M +$1.29M +24,565 +149%
CTFG
912
Capstone Triton Financial Group
Oklahoma
$2.04M -$253K -4,820 -11%
9WM
913
9258 Wealth Management
Ohio
$2.04M -$22K -420 -1%
RT
914
Rockland Trust
Massachusetts
$2.04M -$35.9K -685 -2%
CWM
915
CCG Wealth Management
California
$2.02M -$10.6M -202,775 -83%
BHBT
916
Burke & Herbert Bank & Trust
Virginia
$2.02M +$37.7K +720 +2%
JCM
917
Jacobi Capital Management
Pennsylvania
$2.01M -$26.2K -500 -1%
LWM
918
Liberty Wealth Management
California
$2.01M +$2.11M +40,345 New
CL
919
COWA LLC
Oklahoma
$2.01M -$743K -14,175 -26%
CAL
920
Capital Advisors Ltd
Ohio
$2M -$87.8K -1,675 -4%
UBV
921
United Bank (Virginia)
Virginia
$2M -$125K -2,385 -6%
ASW
922
Astoria Strategic Wealth
Texas
$2M -$32K -610 -2%
WSTAM
923
Wilbanks Smith & Thomas Asset Management
Virginia
$1.99M +$18.6K +355 +0.9%
NF
924
Nikulski Financial
Iowa
$1.99M +$233K +4,455 +13%
LFA
925
Legacy Financial Advisors
Kentucky
$1.99M +$347K +6,630 +20%
35 36
37
38 39