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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1051
Baystate Wealth Management
Massachusetts
$354K +$384 +10 +0.1%
LDB
1052
Lee, Danner & Bass
Tennessee
$353K – – –
WPC
1053
Waters Parkerson & Co
Louisiana
$353K +$29.8K +775 +9%
GBBWRPM
1054
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$353K +$350K +9,120 New
FANJ
1055
Financial Architects (New Jersey)
New Jersey
$352K -$1.08M -28,200 -76%
EWA
1056
Evolution Wealth Advisors
Florida
$349K +$347K +9,030 New
CYG
1057
Clean Yield Group
Vermont
$348K – – –
LNWWM
1058
Laird Norton Wetherby Wealth Management
California
$345K – – –
NWP
1059
Northstar Wealth Partners
Connecticut
$345K +$28.4K +740 +9%
PAMG
1060
Patton Albertson Miller Group
Tennessee
$344K -$160K -4,170 -32%
MWM
1061
Meridian Wealth Management
Kentucky
$344K – – –
CCP
1062
Corient Capital Partners
California
$341K -$80.3K -2,090 -19%
GIA
1063
Guyasuta Investment Advisors
Pennsylvania
$341K – – –
SWA
1064
SFMG Wealth Advisors
Texas
$339K -$2.11K -55 -0.6%
MAM
1065
Meeder Asset Management
Ohio
$339K +$48K +1,250 +17%
FLI
1066
Family Legacy Inc
South Carolina
$337K +$17.7K +460 +6%
LIA
1067
LS Investment Advisors
Michigan
$336K – – –
PO
1068
Private Ocean
California
$335K +$20.4K +530 +7%
BO
1069
Bank OZK
Arkansas
$334K -$9.61K -250 -3%
TSS
1070
Two Sigma Securities
New York
$333K +$331K +8,610 New
CWM
1071
Confluence Wealth Management
Oregon
$331K -$2.31K -60 -0.7%
WCG
1072
Weaver Consulting Group
California
$331K – – –
SYBT
1073
Stock Yards Bank & Trust
Kentucky
$331K +$6.92K +180 +2%
AIM
1074
Advantage Investment Management
Iowa
$329K -$134K -3,475 -29%
CFG
1075
Cooper Financial Group
California
$329K +$384 +10 +0.1%
41 42
43
44 45