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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
1151
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.1M -$165K -2,521 -7%
LC
1152
LCNB Corp
Ohio
$2.1M +$28.2K +430 +1%
IAA
1153
Independent Advisor Alliance
North Carolina
$2.1M +$69K +1,053 +3%
BWM
1154
BigSur Wealth Management
Florida
$2.1M – – –
PJSIMP
1155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.09M -$83.3K -1,271 -4%
SWM
1156
SpringVest Wealth Management
Texas
$2.09M -$59.9K -915 -3%
FPCP
1157
Fort Point Capital Partners
California
$2.08M -$271K -4,144 -12%
ST
1158
Sageworth Trust
Pennsylvania
$2.08M +$15K +229 +0.7%
HCA
1159
Harbour Capital Advisors
Virginia
$2.07M +$328 +5 +0%
BB
1160
Berkshire Bank
Massachusetts
$2.06M +$27.8K +425 +1%
HWA
1161
HCR Wealth Advisors
California
$2.06M +$2.04M +31,210 New
TFS
1162
Thoroughbred Financial Services
Tennessee
$2.06M +$28.4K +434 +1%
ACIM
1163
Azimuth Capital Investment Management
Michigan
$2.05M +$721 +11 +0%
MBTD
1164
Mechanics Bank - Trust Department
California
$2.05M +$111K +1,694 +6%
SWM
1165
Selby Wealth Management
California
$2.05M +$2.03M +31,013 New
CCT
1166
Capital City Trust
Florida
$2.04M – – –
OHWP
1167
Oak Harbor Wealth Partners
North Carolina
$2.03M -$88.2K -1,346 -4%
M
1168
MATAURO
New York
$2.03M -$19.9K -304 -1%
SFGP
1169
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.03M +$481K +7,343 +31%
SLC
1170
Second Line Capital
Louisiana
$2.03M -$212K -3,241 -10%
DWP
1171
Daymark Wealth Partners
Ohio
$2.02M -$4.98K -76 -0.2%
RWP
1172
Revolve Wealth Partners
New Jersey
$2.02M -$123K -1,877 -6%
PVAMC
1173
PPS&V Asset Management Consultants
Michigan
$2.01M -$63.3K -966 -3%
FPGK
1174
Financial Partners Group (Kansas)
Kansas
$2.01M -$24.2K -370 -1%
MWM
1175
Modern Wealth Management
Kansas
$2M +$1.02M +15,643 +106%
45 46
47
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