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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1251
Wells Financial Advisors
Massachusetts
$686K +$304K +6,300 +80%
NRI
1252
NFP Retirement Inc
California
$670K +$289K +5,985 +76%
CWC
1253
Carolinas Wealth Consulting
North Carolina
$663K +$147K +3,050 +29%
TW
1254
Towerpoint Wealth
California
$662K -$59.2K -1,225 -8%
ACP
1255
Aveo Capital Partners
Colorado
$661K +$255K +5,280 +63%
FA
1256
FDx Advisors
Illinois
$659K -$59.4K -1,230 -8%
NLP
1257
Next Level Private
New York
$659K +$24.4K +505 +4%
MPW
1258
Melone Private Wealth
Michigan
$656K -$54.4K -1,125 -8%
SWM
1259
Shelton Wealth Management
Texas
$654K -$6.52K -135 -1%
RSS
1260
Rosenblum Silverman Sutton
California
$654K +$9.66K +200 +2%
HT
1261
HighTower Trust
Texas
$654K +$23.9K +495 +4%
EIA
1262
Edgemoor Investment Advisors
Maryland
$651K – – –
HWMA
1263
Heritage Wealth Management (Arizona)
Arizona
$651K +$316K +6,540 +95%
BWAM
1264
Boyd Watterson Asset Management
Ohio
$645K -$71.5K -1,480 -10%
PIP
1265
Peachtree Investment Partners
Florida
$645K -$39.6K -820 -6%
ACA
1266
Aptus Capital Advisors
Alabama
$641K -$59.9K -1,240 -9%
IPW
1267
Intergy Private Wealth
Colorado
$640K -$39.4K -815 -6%
BWM
1268
Baystate Wealth Management
Massachusetts
$640K +$27.1K +560 +4%
ATC
1269
Adirondack Trust Company
New York
$639K – – –
STA
1270
Summit Trail Advisors
New York
$637K +$338K +6,990 +113%
NFC
1271
Northeast Financial Consultants
Connecticut
$635K +$242 +5 +0%
GP
1272
Girard Partners
Pennsylvania
$632K -$32.1K -665 -5%
WCWM
1273
Willow Creek Wealth Management
California
$632K -$483 -10 -0.1%
BW
1274
Basepoint Wealth
Iowa
$630K – – –
WLPWM
1275
Walled Lake Planning & Wealth Management
Illinois
$629K +$629K +13,010 New
49 50
51
52 53