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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
976
Sage Capital Advisors
South Dakota
$477K -$19.2K -500 -4%
SAM
977
SP Asset Management
California
$477K +$161K +4,195 +51%
WANY
978
Wealthspire Advisors (New York)
New York
$475K +$473K +12,295 New
WSTAM
979
Wilbanks Smith & Thomas Asset Management
Virginia
$474K – – –
BAM
980
Berkshire Asset Management
Pennsylvania
$471K -$8.46K -220 -2%
ECM
981
EagleClaw Capital Management
Massachusetts
$471K – – –
M
982
MOTCO
Texas
$470K +$3.27K +85 +0.7%
OCM
983
One Capital Management
California
$464K -$9.61K -250 -2%
JFG
984
JMG Financial Group
Illinois
$464K +$54K +1,405 +13%
ZF
985
Zhang Financial
Michigan
$462K -$30.4K -790 -6%
GA
986
Geller Advisors
New York
$458K +$455K +11,850 New
WMA
987
Wealth Management Associates
New Jersey
$456K +$4.8K +125 +1%
SB
988
Strategic Blueprint
Georgia
$454K +$3.65K +95 +0.8%
PCM
989
Pointe Capital Management
Michigan
$453K +$100K +2,615 +29%
SC
990
SouthState Corp
Florida
$449K -$3.07K -80 -0.7%
LA
991
LexAurum Advisors
Kansas
$447K +$21.1K +550 +5%
GPA
992
Garrison Point Advisors
California
$445K +$34.6K +900 +8%
SCM
993
Southport Capital Management
Tennessee
$444K +$79.4K +2,065 +22%
HS
994
Horan Securities
United States
$441K -$26.3K -685 -6%
PFO
995
Pathstone Family Office
New Jersey
$440K -$247K -6,440 -36%
CCA
996
Conservest Capital Advisors
Pennsylvania
$440K -$6.53K -170 -1%
RMC
997
Regis Management Company
California
$438K – – –
BCI
998
Brinker Capital Investments
Pennsylvania
$437K -$1.31M -34,050 -75%
EFS
999
Essex Financial Services
Connecticut
$433K +$431K +11,215 New
CAG
1000
Csenge Advisory Group
Florida
$433K +$431K +11,220 New
38 39
40
41 42