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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1201
TL Private Wealth
Texas
$618K +$740 +15 +0.1%
SWM
1202
Shelton Wealth Management
Texas
$618K +$10.4K +210 +2%
AT
1203
American Trust
Kentucky
$615K +$185K +3,740 +38%
BCA
1204
Bay Colony Advisors
Massachusetts
$614K +$223K +4,515 +58%
VAFP
1205
Vahanian & Associates Financial Planning
New York
$613K -$266K -5,390 -28%
FPWM
1206
FSB Premier Wealth Management
Iowa
$613K -$5.43K -110 -0.8%
GP
1207
Geneva Partners
Wisconsin
$612K -$786K -15,930 -54%
SAM
1208
Seelaus Asset Management
New Jersey
$612K +$5.43K +110 +0.8%
EIA
1209
Edgemoor Investment Advisors
Maryland
$609K +$24.7K +500 +4%
ERWM
1210
Elk River Wealth Management
Colorado
$603K -$3.21K -65 -0.5%
FC
1211
Financial Consulate
Maryland
$602K -$50.4K -1,020 -7%
FFN
1212
Focus Financial Network
Minnesota
$602K +$103K +2,090 +19%
AF
1213
Alerus Financial
North Dakota
$601K – – –
SC
1214
Sepio Capital
Utah
$597K – – –
ATC
1215
Adirondack Trust Company
New York
$595K +$141K +2,860 +28%
CWM
1216
Collaborative Wealth Management
Florida
$594K +$648K +13,135 New
NFC
1217
Northeast Financial Consultants
Connecticut
$593K -$144K -2,925 -18%
TCB
1218
Texas Capital Bancshares
Texas
$592K – – –
LA
1219
LexAurum Advisors
Kansas
$591K -$71.3K -1,445 -10%
WCWM
1220
Willow Creek Wealth Management
California
$591K -$63.4K -1,285 -9%
ZIG
1221
Zullo Investment Group
Pennsylvania
$590K -$39.7K -805 -6%
LA
1222
Legacy Advisors
Pennsylvania
$590K – – –
BW
1223
Basepoint Wealth
Iowa
$589K +$247 +5 +0%
DWM
1224
Doyle Wealth Management
Florida
$584K +$310K +6,280 +95%
APW
1225
Austin Private Wealth
Texas
$578K +$13.8K +280 +2%
47 48
49
50 51