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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1476
Carret Asset Management
New York
$834K +$11.9K +191 +1%
OAM
1477
Occidental Asset Management
California
$829K +$454K +7,314 +106%
VFG
1478
Victory Financial Group
Texas
$829K -$207K -3,332 -19%
TW
1479
Towerpoint Wealth
California
$827K +$366K +5,888 +71%
MLL
1480
Moody Lynn & Lieberson
Massachusetts
$825K -$13.3K -214 -1%
CWM
1481
CCG Wealth Management
California
$824K – – –
BDWCC
1482
B&D White Capital Company
Texas
$823K +$157K +2,525 +22%
WPC
1483
Waters Parkerson & Co
Louisiana
$821K +$55K +885 +7%
POIA
1484
Pin Oak Investment Advisors
Texas
$818K – – –
DP
1485
Dearborn Partners
Illinois
$816K +$91.2K +1,469 +12%
HCMT
1486
Highland Capital Management (Tennessee)
Tennessee
$816K – – –
TWM
1487
Trueblood Wealth Management
Ohio
$814K +$146K +2,358 +20%
CAWM
1488
Capital Advisors Wealth Management
Washington
$813K -$2.86K -46 -0.3%
BCM
1489
Becker Capital Management
Oregon
$807K +$15.8K +255 +2%
SHFA
1490
SC&H Financial Advisors
Maryland
$805K +$932 +15 +0.1%
NCM
1491
Narwhal Capital Management
Georgia
$804K – – –
CCG
1492
Chatham Capital Group
Georgia
$803K +$1.55K +25 +0.2%
NSIM
1493
North Star Investment Management
Illinois
$802K -$74.5K -1,200 -8%
CPC
1494
Consolidated Planning Corp
Georgia
$799K +$15.8K +255 +2%
ZIC
1495
ZWJ Investment Counsel
Georgia
$797K +$61.4K +988 +8%
PWS
1496
Proactive Wealth Strategies
Georgia
$797K -$124 -2 -0%
BCM
1497
Brookmont Capital Management
Texas
$795K -$54.2K -873 -6%
FPCP
1498
Fort Point Capital Partners
California
$792K +$250K +4,020 +42%
HBWM
1499
Hollow Brook Wealth Management
New York
$792K -$179K -2,890 -18%
NLP
1500
Next Level Private
New York
$791K -$8.88K -143 -1%
58 59
60
61 62