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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1151
PBMares Wealth Management
Virginia
$987K +$25.6K +515 +3%
PTB
1152
Pioneer Trust Bank
Oregon
$978K – – –
BCM
1153
Brookmont Capital Management
Texas
$974K +$17.1K +345 +2%
GWP
1154
Gateway Wealth Partners
Wisconsin
$973K -$547K -11,010 -37%
SFP
1155
Shepherd Financial Partners
Massachusetts
$969K -$69.8K -1,405 -7%
AFO
1156
Allie Family Office
Florida
$967K +$187K +3,765 +26%
AAM
1157
Ameraudi Asset Management
New York
$967K – – –
DFG
1158
Demars Financial Group
Washington
$966K – – –
CBFP
1159
Cedar Brook Financial Partners
Ohio
$965K +$1.24K +25 +0.1%
SA
1160
Strategic Advisors
New York
$965K -$3.23K -65 -0.4%
SCA
1161
Sandy Cove Advisors
Massachusetts
$960K +$272K +5,470 +42%
PG
1162
Prostatis Group
Maryland
$958K -$198K -3,990 -13%
DACG
1163
Donor Advised Charitable Giving
California
$956K +$43.5K +875 +5%
COCM
1164
Charter Oak Capital Management
New Hampshire
$953K +$84K +1,690 +10%
MM
1165
Meridian Management
Arkansas
$948K -$63.6K -1,280 -7%
RA
1166
Rise Advisors
New York
$948K -$17.4K -350 -2%
CFG
1167
Cosner Financial Group
Colorado
$942K +$895K +18,015 New
TCOT
1168
Trust Company of Toledo
Ohio
$939K – – –
CAWM
1169
Capital Advisors Wealth Management
Washington
$935K -$3.98K -80 -0.4%
SFA
1170
Source Financial Advisors
New York
$931K +$25.6K +515 +3%
SM
1171
Sweeney & Michel
California
$921K +$58.6K +1,180 +7%
BWA
1172
Beam Wealth Advisors
Louisiana
$917K -$23.9K -480 -3%
IAG
1173
Investment Advisory Group
Massachusetts
$916K +$22.4K +450 +3%
BFA
1174
Buttonwood Financial Advisors
Maryland
$915K +$485K +9,760 +126%
KL
1175
KWMG LLC
Kansas
$899K -$188K -3,785 -18%
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