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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1176
Venturi Wealth Management
Texas
$991K +$415K +7,915 +66%
EIA
1177
Eldridge Investment Advisors
New Hampshire
$990K -$74.4K -1,420 -7%
SFS
1178
Security Financial Services
Indiana
$984K +$1.03M +19,740 New
WMWM
1179
Whitaker-Myers Wealth Managers
Ohio
$983K -$475K -9,060 -31%
SS
1180
Sunbelt Securities
Texas
$983K +$184K +3,520 +22%
CWS
1181
Confluence Wealth Services
Pennsylvania
$977K -$72.3K -1,380 -7%
SMWM
1182
Silvia McColl Wealth Management
California
$977K – – –
KWS
1183
Keystone Wealth Services
California
$972K +$472K +9,015 +86%
WOSD
1184
WFA of San Diego
California
$971K -$38.5K -735 -4%
VAFP
1185
Vahanian & Associates Financial Planning
New York
$971K -$99.6K -1,900 -9%
MOACM
1186
Mutual of America Capital Management
New York
$969K -$1M -19,160 -50%
RF
1187
Rollins Financial
Georgia
$964K -$288K -5,500 -22%
TWM
1188
Tradition Wealth Management
Minnesota
$949K +$664K +12,680 +200%
MC
1189
Moors & Cabot
Massachusetts
$945K +$3.93K +75 +0.4%
SXL
1190
Summit X LLC
Missouri
$945K -$203K -3,875 -17%
ACG
1191
Allen Capital Group
Nebraska
$942K -$39.8K -760 -4%
PWM
1192
PBMares Wealth Management
Virginia
$941K – – –
AIP
1193
Almanack Investment Partners
Pennsylvania
$939K -$42.2K -805 -4%
CWM
1194
Centurion Wealth Management
Virginia
$939K +$509K +9,720 +107%
WCAMG
1195
Woodard & Company Asset Management Group
North Carolina
$933K -$17.8K -340 -2%
PTB
1196
Pioneer Trust Bank
Oregon
$933K – – –
JBA
1197
Johnson Bixby & Associates
Washington
$932K -$41.1K -785 -4%
BCM
1198
Brookmont Capital Management
Texas
$923K -$5.5K -105 -0.6%
HPM
1199
Hoxton Planning & Management
West Virginia
$923K +$538K +10,270 +125%
CWA
1200
Clearview Wealth Advisors
Oregon
$918K +$907K +17,310 +1,574%
46 47
48
49 50