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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1226
Summit Asset Management
Tennessee
$385K – – –
TW
1227
Transform Wealth
Colorado
$384K -$105K -2,500 -23%
AFC
1228
Adaptive Financial Consulting
Ohio
$384K -$13.1K -310 -4%
GWM
1229
Gray Wealth Management
Maine
$382K -$632 -15 -0.2%
IWA
1230
Intercontinental Wealth Advisors
Texas
$381K +$86K +2,040 +33%
BO
1231
Bank OZK
Arkansas
$379K -$93.7K -2,225 -21%
AFAS
1232
Acorn Financial Advisory Services
Virginia
$379K -$2.95K -70 -0.8%
PGIM
1233
Pacific Global Investment Management
California
$379K – – –
KCM
1234
Karp Capital Management
California
$377K +$345K +8,195 New
CCFM
1235
Clear Creek Financial Management
Washington
$376K +$345K +8,185 New
JPG
1236
Jordan Park Group
California
$375K – – –
WCG
1237
Weaver Consulting Group
California
$372K +$17.5K +415 +5%
NPP
1238
New Potomac Partners
Maryland
$370K +$11.6K +275 +4%
LIA
1239
LS Investment Advisors
Michigan
$369K – – –
BAM
1240
Belpointe Asset Management
Nevada
$369K +$15.8K +375 +5%
MWM
1241
Merriman Wealth Management
Washington
$367K -$129K -3,070 -28%
NCM
1242
Noesis Capital Mangement
Florida
$367K -$21.1K -500 -6%
AGA
1243
Arkos Global Advisors
Texas
$366K – – –
MIAS
1244
Mason Investment Advisory Services
Virginia
$365K – – –
FA
1245
Fountainhead AM
New Jersey
$362K +$332K +7,880 New
FHC
1246
First Heartland Consultants
Missouri
$357K -$25.7K -610 -7%
LAIC
1247
Lederer & Associates Investment Counsel
California
$356K – – –
SDWMA
1248
Schneider Downs Wealth Management Advisors
Pennsylvania
$355K – – –
KAH
1249
Kathryn A. Hall
$354K -$560K -13,300 -63%
GWA
1250
GGM Wealth Advisors
Maryland
$354K +$309K +7,330 New
48 49
50
51 52