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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
$738K – – –
MPW
1252
MGO Private Wealth
California
$738K -$42.7K -860 -6%
WCG
1253
Weaver Consulting Group
California
$734K -$19.1K -385 -3%
X
1254
Xponance
Pennsylvania
$733K +$150K +3,020 +27%
AFG
1255
ABLE Financial Group
Arizona
$732K +$68.3K +1,375 +11%
YWS
1256
Yarger Wealth Strategies
Ohio
$732K +$18.6K +375 +3%
NCM
1257
Narwhal Capital Management
Georgia
$724K +$169K +3,400 +33%
BCA
1258
Bay Colony Advisors
Massachusetts
$722K -$49.2K -990 -7%
APW
1259
Austin Private Wealth
Texas
$718K +$61.4K +1,235 +10%
USCWA
1260
U.S. Capital Wealth Advisors
Texas
$716K +$24.6K +495 +4%
ATC
1261
Adirondack Trust Company
New York
$715K -$4.47K -90 -0.7%
SW
1262
SteelPeak Wealth
California
$713K +$678K +13,640 New
MPW
1263
Melone Private Wealth
Michigan
$712K +$2.24K +45 +0.3%
CCWM
1264
Cassaday & Co Wealth Management
Virginia
$708K -$351K -7,065 -34%
SWM
1265
Shelton Wealth Management
Texas
$707K – – –
NLP
1266
Next Level Private
New York
$707K +$668K +13,435 New
CMP
1267
Courage Miller Partners
Virginia
$705K -$994 -20 -0.1%
SSWM
1268
Smith Salley Wealth Management
North Carolina
$704K +$171K +3,435 +34%
NRI
1269
NFP Retirement Inc
California
$704K -$1.49K -30 -0.2%
EIA
1270
Edgemoor Investment Advisors
Maryland
$703K – – –
GSIS
1271
Global Strategic Investment Solutions
Arizona
$700K +$52.7K +1,060 +9%
OCM
1272
One Capital Management
California
$700K -$38.5K -775 -5%
WCWM
1273
Willow Creek Wealth Management
California
$700K +$497 +10 +0.1%
PIP
1274
Peachtree Investment Partners
Florida
$698K -$745 -15 -0.1%
BWAM
1275
Boyd Watterson Asset Management
Ohio
$697K – – –
49 50
51
52 53