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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1476
Lake Street Private Wealth
Illinois
$475K -$34.6K -660 -7%
TW
1477
Towerpoint Wealth
California
$472K -$40.4K -770 -8%
BCM
1478
Becker Capital Management
Oregon
$467K – – –
SPWG
1479
Syntegra Private Wealth Group
Missouri
$467K +$148K +2,815 +43%
BIAS
1480
Beacon Investment Advisory Services
New Jersey
$467K -$22.8K -435 -4%
FF
1481
Financial Futures
New Jersey
$466K +$26.5K +505 +6%
LA
1482
LexAurum Advisors
Kansas
$466K +$119K +2,275 +32%
GKWIM
1483
Gerber Kawasaki Wealth & Investment Management
California
$465K +$122K +2,335 +33%
DP
1484
Dearborn Partners
Illinois
$465K -$103K -1,970 -17%
PAM
1485
Peak Asset Management
Colorado
$464K -$65.2K -1,245 -12%
CCMG
1486
Clark Capital Management Group
Pennsylvania
$464K +$49.3K +940 +11%
BST
1487
Bath Savings Trust
Maine
$463K -$6.55K -125 -1%
NAMP
1488
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$463K +$223K +4,250 +85%
CWA
1489
Consilium Wealth Advisory
Texas
$462K – – –
MIC
1490
Meridian Investment Counsel
California
$461K – – –
PWP
1491
Private Wealth Partners
California
$459K +$786 +15 +0.2%
AFC
1492
Adaptive Financial Consulting
Ohio
$459K +$7.86K +150 +2%
PCH
1493
PGIM Custom Harvest
New Jersey
$458K -$64.7K -1,235 -12%
AFAS
1494
Acorn Financial Advisory Services
Virginia
$454K +$20.2K +385 +4%
FA
1495
Fountainhead AM
New Jersey
$453K +$524 +10 +0.1%
RPCA
1496
Running Point Capital Advisors
California
$453K – – –
SVWAG
1497
Sound View Wealth Advisors Group
Georgia
$453K +$250K +4,770 +111%
LFG
1498
Lazard Frères Gestion
France
$452K +$474K +9,050 New
PAMG
1499
Patton Albertson Miller Group
Tennessee
$452K +$273K +5,205 +135%
SWA
1500
Sutton Wealth Advisors
Florida
$451K +$274K +5,220 +136%
58 59
60
61 62