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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1226
REDW Wealth
New Mexico
$222K – – –
DWM
1227
Doyle Wealth Management
Florida
$221K +$374 +10 +0.2%
PFG
1228
PAX Financial Group
Texas
$219K -$8.97K -240 -4%
APW
1229
Aurora Private Wealth
New Jersey
$219K -$2.43K -65 -1%
JC
1230
Jentner Corp
Ohio
$219K – – –
SCM
1231
Schnieders Capital Management
California
$219K – – –
KFP
1232
KMG Fiduciary Partners
Ohio
$219K +$748 +20 +0.3%
OBGC
1233
O'Brien Greene & Co
Pennsylvania
$219K +$8.6K +230 +4%
AWM
1234
Aberdeen Wealth Management
Illinois
$215K +$217K +5,810 New
NWP
1235
Northstar Wealth Partners
Connecticut
$214K -$108K -2,895 -33%
PD
1236
Planning Directions
Pennsylvania
$214K -$15.3K -410 -7%
SWAG
1237
Spectrum Wealth Advisory Group
California
$214K +$217K +5,800 New
BRWM
1238
B. Riley Wealth Management
Tennessee
$213K -$262K -7,020 -55%
BSA
1239
Bull Street Advisors
Georgia
$213K – – –
SBL
1240
Sargent Bickham Lagudis
Colorado
$210K -$6.92K -185 -3%
PCM
1241
Princeton Capital Management
New Jersey
$210K – – –
LSAG
1242
Lake Street Advisors Group
New Hampshire
$209K – – –
SW
1243
SlateStone Wealth
Florida
$209K – – –
TSW
1244
Thompson Siegel & Walmsley
Virginia
$209K +$3.74K +100 +2%
ST
1245
Sabal Trust
Florida
$208K -$2.61M -69,800 -93%
VWM
1246
Venturi Wealth Management
Texas
$208K – – –
JWM
1247
JGP Wealth Management
Oregon
$207K -$4.91M -131,455 -96%
TK
1248
TIAA Kaspick
Massachusetts
$207K -$896K -23,955 -81%
PIA
1249
Pinion Investment Advisors
Kansas
$206K – – –
TC
1250
Trust Company
Kansas
$206K – – –
48 49
50
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