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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$383K +$26.2K +485 +7%
IC
1302
Innealta Capital
Texas
$381K -$28.6K -530 -7%
AWM
1303
Affinity Wealth Management
Delaware
$379K +$32.9K +610 +9%
ACM
1304
Allred Capital Management
Texas
$378K -$45.1K -835 -11%
BFG
1305
Berger Financial Group
Minnesota
$378K +$75K +1,390 +25%
FFA
1306
Freedman Financial Associates
Massachusetts
$376K +$8.64K +160 +2%
AIP
1307
ARS Investment Partners
New York
$376K +$378K +7,000 New
LOPW
1308
Live Oak Private Wealth
North Carolina
$375K +$377K +6,975 New
GIA
1309
Goodwin Investment Advisory
Georgia
$374K -$52.4K -970 -12%
MMA
1310
Miracle Mile Advisors
California
$373K -$42.9K -795 -10%
ASBI
1311
American State Bank (Iowa)
Iowa
$372K +$7.56K +140 +2%
SFP
1312
Shepherd Financial Partners
Massachusetts
$365K -$27.5K -510 -7%
VCAM
1313
Van Cleef Asset Management
Ohio
$365K – – –
4WM
1314
4J Wealth Management
Virginia
$364K -$8.1K -150 -2%
PCM
1315
Palisade Capital Management
New Jersey
$362K -$16.7K -310 -4%
GSEP
1316
Golden State Equity Partners
California
$362K +$363K +6,730 New
SBIA
1317
Sheaff Brock Investment Advisors
Indiana
$361K – – –
AWA
1318
Alta Wealth Advisors
Massachusetts
$361K +$1.62K +30 +0.4%
CAMG
1319
CWA Asset Management Group
Florida
$360K +$358K +6,640 New
EA
1320
Elm Advisors
California
$359K +$30K +555 +9%
JC
1321
Jentner Corp
Ohio
$359K +$42.4K +785 +13%
GWM
1322
Greenhouse Wealth Management
Connecticut
$358K -$5.94K -110 -2%
MTC
1323
McDaniel Terry & Co
Texas
$356K – – –
BWP
1324
Bernardo Wealth Planning
Pennsylvania
$352K – – –
SWM
1325
Sugarloaf Wealth Management
Georgia
$350K -$5.14M -95,185 -94%
51 52
53
54 55