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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1476
Lakeridge Wealth Management
Ohio
$902K +$61K +951 +7%
AAMC
1477
Asset Allocation & Management Company
Illinois
$901K – – –
WFA
1478
Wells Financial Advisors
Massachusetts
$900K -$12.2K -190 -1%
ICP
1479
Interchange Capital Partners
Pennsylvania
$900K -$44.8K -698 -5%
RFP
1480
Root Financial Partners
California
$897K +$296K +4,611 +47%
WDG
1481
Wealth Dimensions Group
Ohio
$897K +$123K +1,913 +15%
CCA
1482
Conservest Capital Advisors
Pennsylvania
$895K +$7.05K +110 +0.8%
TPW
1483
TL Private Wealth
Texas
$895K +$8.47K +132 +1%
MLL
1484
Moody Lynn & Lieberson
Massachusetts
$894K +$6.99K +109 +0.8%
WMWM
1485
Whitaker-Myers Wealth Managers
Ohio
$891K +$67K +1,044 +8%
TIM
1486
Thompson Investment Management
Wisconsin
$889K +$28.9K +450 +3%
CWM
1487
CCG Wealth Management
California
$880K -$18.5K -288 -2%
BCA
1488
Bay Colony Advisors
Massachusetts
$879K -$7.76K -121 -0.9%
CAM
1489
Carret Asset Management
New York
$878K -$2.89K -45 -0.3%
GKIM
1490
GW&K Investment Management
Massachusetts
$877K +$221K +3,447 +32%
MFT
1491
Moisand Fitzgerald Tamayo
Florida
$872K -$6.41K -100 -0.7%
SAM
1492
Seelaus Asset Management
New Jersey
$871K -$33.4K -521 -4%
HCMT
1493
Highland Capital Management (Tennessee)
Tennessee
$871K -$15.4K -240 -2%
CAWM
1494
Capital Advisors Wealth Management
Washington
$871K -$62.7K -977 -7%
SL
1495
SWMG LLC
Texas
$869K +$183K +2,849 +27%
SFG
1496
Sovereign Financial Group
Connecticut
$868K -$20.2K -315 -2%
WP
1497
WealthShield Partners
North Carolina
$865K -$405K -6,314 -31%
TYCC
1498
Texas Yale Capital Corp
Florida
$865K +$25.3K +394 +3%
NCM
1499
Narwhal Capital Management
Georgia
$859K – – –
SHFA
1500
SC&H Financial Advisors
Maryland
$858K +$123K +1,919 +16%
58 59
60
61 62