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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1251
Appleton Partners
Massachusetts
$969K +$73.3K +1,445 +9%
LCM
1252
LVM Capital Management
Michigan
$969K +$463K +9,120 +109%
SAM
1253
S.A. Mason
Michigan
$969K – – –
OCM
1254
One Capital Management
California
$967K +$209K +4,115 +31%
PIA
1255
Panoramic Investment Advisors
Colorado
$967K -$24.6K -485 -3%
TA
1256
TFG Advisers
Michigan
$960K +$15.7K +310 +2%
LA
1257
LM Advisors
California
$959K +$877K +17,300 New
TPA
1258
Trivium Point Advisory
Connecticut
$957K -$13.9K -275 -2%
WC
1259
Waterloo Capital
Texas
$956K -$1.54M -30,300 -64%
MWA
1260
Midland Wealth Advisors
Illinois
$951K +$871K +17,165 New
CAWM
1261
Capital Advisors Wealth Management
Washington
$946K -$40.6K -800 -4%
BWA
1262
Beam Wealth Advisors
Louisiana
$940K -$30.9K -610 -3%
SA
1263
Strategic Advisors
New York
$939K -$69.7K -1,375 -8%
IIM
1264
Ipswich Investment Management
Massachusetts
$934K -$185K -3,650 -18%
EBSAM
1265
Eubel Brady & Suttman Asset Management
Ohio
$925K -$10.4K -205 -1%
OSAM
1266
O'Shaughnessy Asset Management
Connecticut
$920K +$158K +3,115 +23%
HNW
1267
High Note Wealth
Minnesota
$918K – – –
NWMG
1268
National Wealth Management Group
Ohio
$914K +$99.9K +1,970 +14%
HBWM
1269
Hollow Brook Wealth Management
New York
$912K – – –
JBA
1270
Johnson Bixby & Associates
Washington
$911K -$114K -2,245 -12%
WMWM
1271
Whitaker-Myers Wealth Managers
Ohio
$910K -$167K -3,300 -17%
SWM
1272
SilverOak Wealth Management
Minnesota
$908K +$831K +16,380 New
TIA
1273
Traphagen Investment Advisors
New Jersey
$902K +$1.77K +35 +0.2%
MCWA
1274
Meadow Creek Wealth Advisors
Georgia
$902K +$826K +16,280 New
EAM
1275
Evanson Asset Management
California
$902K +$254 +5 +0%
49 50
51
52 53