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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
1026
Walkner Condon Financial Advisors
Wisconsin
$1.43M -$21.4K -430 -2%
SIC
1027
Salem Investment Counselors
North Carolina
$1.43M +$31.6K +635 +2%
MW
1028
Marcum Wealth
Ohio
$1.42M -$42.5K -855 -3%
NW
1029
NewEdge Wealth
Pennsylvania
$1.42M -$122K -2,450 -8%
BFG
1030
Baron Financial Group
New Jersey
$1.41M +$2.24K +45 +0.2%
AWP
1031
Ascent Wealth Partners
New York
$1.41M +$67.1K +1,350 +5%
TMWM
1032
Taylor & Morgan Wealth Management
Michigan
$1.4M +$45.2K +910 +4%
HH
1033
HWG Holdings
Texas
$1.4M -$15.2M -306,385 -92%
WE
1034
Wealth Effects
Massachusetts
$1.39M -$2.73K -55 -0.2%
WA
1035
WP Advisors
California
$1.39M +$3.98K +80 +0.3%
CCM
1036
Colorado Capital Management
Colorado
$1.39M -$18.9K -380 -1%
WCM
1037
Wealthcare Capital Management
Virginia
$1.39M -$4.97K -100 -0.4%
MAS
1038
Madden Advisory Services
Florida
$1.39M +$13.7K +275 +1%
CD
1039
Chapin Davis
Maryland
$1.38M -$24.9K -500 -2%
IAA
1040
Independent Advisor Alliance
North Carolina
$1.37M +$524K +10,550 +67%
DSC
1041
Duncker Streett & Co
Missouri
$1.36M +$248 +5 +0%
WA
1042
WBH Advisory
Maryland
$1.36M -$1.49K -30 -0.1%
SFP
1043
Sweet Financial Partners
Minnesota
$1.36M +$248K +4,990 +24%
SWM
1044
Shakespeare Wealth Management
Wisconsin
$1.35M -$120K -2,405 -9%
KW
1045
KWB Wealth
California
$1.35M -$482K -9,690 -27%
PWG
1046
Private Wealth Group
Florida
$1.35M – – –
DWP
1047
Daymark Wealth Partners
Ohio
$1.34M +$711K +14,315 +127%
GI
1048
GS Investments
Minnesota
$1.32M +$11.9K +240 +1%
FPGK
1049
Financial Partners Group (Kansas)
Kansas
$1.32M +$266K +5,360 +28%
TWM
1050
Thrive Wealth Management
Pennsylvania
$1.32M -$19.9K -400 -2%
40 41
42
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