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iShares Core S&P Mid-Cap ETF
IJH

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