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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1451
CapWealth Advisors
Tennessee
$303K – – –
HIIFS
1452
Harel Insurance Investments & Financial Services
Israel
$303K – – –
HWMA
1453
Heritage Wealth Management (Arizona)
Arizona
$303K +$19.3K +400 +6%
PIA
1454
Pinion Investment Advisors
Kansas
$300K – – –
GI
1455
Gradient Investments
Minnesota
$300K +$153K +3,170 +86%
TAM
1456
Tucker Asset Management
Colorado
$298K +$291K +6,025 +4,820%
LMKC
1457
L.M. Kohn & Company
Ohio
$298K -$13.5K -280 -4%
VCAM
1458
Van Cleef Asset Management
Ohio
$298K – – –
VCP
1459
Verus Capital Partners
Arizona
$298K +$329K +6,810 New
FA
1460
Faithward Advisors
Pennsylvania
$297K +$2.9K +60 +0.9%
SIA
1461
Schechter Investment Advisors
Michigan
$296K -$634K -13,110 -66%
FGG
1462
Financial Guidance Group
Florida
$296K -$58K -1,200 -15%
CAMG
1463
CWA Asset Management Group
Florida
$296K -$30.9K -640 -9%
GWM
1464
Greenhouse Wealth Management
Connecticut
$296K – – –
OIA
1465
Optimum Investment Advisors
Illinois
$296K – – –
WAL
1466
W Advisors LLC
Tennessee
$294K -$36.3K -750 -10%
BWP
1467
Bernardo Wealth Planning
Pennsylvania
$294K – – –
LWP
1468
Legacy Wealth Planning
Nevada
$293K -$26.3K -545 -8%
TW
1469
TrinityPoint Wealth
Connecticut
$293K – – –
TFGT
1470
TS Financial Group (TSFG)
Illinois
$293K +$36.7K +760 +13%
MTC
1471
McDaniel Terry & Co
Texas
$291K – – –
ERIM
1472
Eagle Ridge Investment Management
Connecticut
$291K +$33.4K +690 +12%
NAS
1473
Nicolet Advisory Services
Wisconsin
$289K +$310K +6,405 New
TL
1474
Tradewinds LLC
North Carolina
$288K -$4.11K -85 -1%
AWM
1475
Avaii Wealth Management
Wisconsin
$288K +$14K +290 +5%
57 58
59
60 61