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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
1051
Seneca House Advisors
Virginia
$796K +$76.1K +1,415 +10%
JCM
1052
Jacobi Capital Management
Pennsylvania
$796K +$630K +11,710 +342%
TNBTD
1053
Trustmark National Bank Trust Department
Mississippi
$792K +$140K +2,610 +21%
BWG
1054
Beta Wealth Group
California
$789K +$36.6K +680 +5%
NSIM
1055
North Star Investment Management
Illinois
$788K +$21.5K +400 +3%
FA
1056
Fiducient Advisors
Illinois
$786K -$10.5K -195 -1%
APP
1057
Avantax Planning Partners
Iowa
$784K -$14.5K -270 -2%
CMP
1058
Courage Miller Partners
Virginia
$782K -$38.2K -710 -5%
FNWM
1059
Financial Network Wealth Management
Utah
$780K +$82.3K +1,530 +12%
WIC
1060
Whitegate Investment Counselors
New Hampshire
$778K -$83.7K -1,555 -10%
IWS
1061
Insight Wealth Strategies
California
$776K -$1.36M -25,305 -63%
CBFP
1062
Cedar Brook Financial Partners
Ohio
$776K -$94.7K -1,760 -11%
ICG
1063
InterOcean Capital Group
Tennessee
$773K -$194K -3,610 -20%
MLL
1064
Moody Lynn & Lieberson
Massachusetts
$767K – – –
BU
1065
BBVA USA
Alabama
$764K -$8.07K -150 -1%
PSF
1066
Pacific Sun Financial
California
$764K +$781K +14,520 New
CT
1067
Caldwell Trust
Florida
$762K – – –
WCWM
1068
Willow Creek Wealth Management
California
$762K -$3.23K -60 -0.4%
WDG
1069
Wealth Dimensions Group
Ohio
$758K +$138K +2,565 +22%
OFG
1070
Oxford Financial Group
Indiana
$755K -$145K -2,690 -16%
FPGK
1071
Financial Partners Group (Kansas)
Kansas
$754K -$84.5K -1,570 -10%
TPW
1072
TL Private Wealth
Texas
$754K -$5.92K -110 -0.8%
GMA
1073
Goldstein Munger & Associates
California
$754K – – –
EGWAG
1074
Elwood & Goetz Wealth Advisory Group
Georgia
$752K -$43.8K -815 -5%
PFA
1075
Pinnacle Family Advisors
Missouri
$751K -$7.99M -148,475 -91%
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