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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1226
Nadler Financial Group
Illinois
$719K -$37.9K -680 -5%
BI
1227
Ballast Inc
Kentucky
$717K -$38.7K -695 -5%
HT
1228
HighTower Trust
Texas
$711K +$699K +12,555 New
APW
1229
Austin Private Wealth
Texas
$707K – – –
HCM
1230
Howland Capital Management
Massachusetts
$706K – – –
RFN
1231
RDA Financial Network
Iowa
$706K +$16.1K +290 +2%
OPWM
1232
Oxinas Partners Wealth Management
Indiana
$704K +$21.7K +390 +3%
OAM
1233
Oak Asset Management
California
$702K +$19.5K +350 +3%
GPC
1234
Garrison Point Capital
California
$701K +$5.01K +90 +0.7%
AWA
1235
Aletheian Wealth Advisors
Washington
$701K +$689K +12,380 New
EWA
1236
EverSource Wealth Advisors
Alabama
$699K +$688K +12,355 New
TPW
1237
TL Private Wealth
Texas
$698K -$2.5K -45 -0.3%
CIS
1238
Connors Investor Services
Pennsylvania
$691K +$10K +180 +1%
HWM
1239
Howard Wealth Management
Connecticut
$689K – – –
HC
1240
Hoese & Co
Minnesota
$686K – – –
FC
1241
Fulcrum Capital
Washington
$684K – – –
TIM
1242
Tortoise Investment Management
New York
$683K – – –
BOPW
1243
Brandywine Oak Private Wealth
Pennsylvania
$682K -$9.19K -165 -1%
ECM
1244
EagleClaw Capital Management
Massachusetts
$679K +$3.9K +70 +0.6%
BRWM
1245
B. Riley Wealth Management
Tennessee
$678K +$23.4K +420 +4%
USCWA
1246
U.S. Capital Wealth Advisors
Texas
$676K +$3.9K +70 +0.6%
EHC
1247
Everett Harris & Co
California
$676K +$18.6K +335 +3%
SWM
1248
Shelton Wealth Management
Texas
$676K +$664K +11,935 New
X
1249
Xponance
Pennsylvania
$675K +$13.4K +240 +2%
PPW
1250
Pinnacle Private Wealth
Massachusetts
$674K +$663K +11,905 New
48 49
50
51 52