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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1501
Augustine Asset Management
Florida
$449K – – –
NB
1502
Northwest Bancshares
Pennsylvania
$449K +$224K +4,275 +90%
VP
1503
Verum Partners
North Carolina
$449K +$472K +9,000 New
EDRH
1504
Edmond de Rothschild Holding
Switzerland
$449K -$144K -2,750 -23%
SPI
1505
Sutton Place Investors
New York
$449K +$138K +2,625 +41%
TFP
1506
Tilia Fiduciary Partners
North Carolina
$448K -$5.24K -100 -1%
LF
1507
Lantz Financial
Illinois
$447K +$470K +8,965 New
KFP
1508
KMG Fiduciary Partners
Ohio
$447K -$14.7K -280 -3%
CSB
1509
City State Bank
Iowa
$444K – – –
HBW
1510
Hazlett, Burt & Watson
West Virginia
$444K +$121K +2,310 +36%
PMFA
1511
Plante Moran Financial Advisors
Michigan
$441K -$168K -3,210 -27%
SC
1512
SouthState Corp
Florida
$440K +$7.34K +140 +2%
QPWM
1513
Quadrant Private Wealth Management
Pennsylvania
$440K +$460K +8,775 New
GSAM
1514
Grant Street Asset Management
Pennsylvania
$439K +$9.17K +175 +2%
AC
1515
AlphaCore Capital
California
$439K +$8.12K +155 +2%
CHAM
1516
Clear Harbor Asset Management
Connecticut
$439K – – –
CIC
1517
Cutler Investment Counsel
Oregon
$436K -$4.19K -80 -0.9%
MCM
1518
Mattern Capital Management
Colorado
$430K -$48K -915 -10%
WCP
1519
Wick Capital Partners
Pennsylvania
$430K +$262 +5 +0.1%
TPW
1520
Transatlantique Private Wealth
New York
$430K – – –
SEP
1521
Southland Equity Partners
Missouri
$430K -$11.3K -215 -2%
1WA
1522
180 Wealth Advisors
Washington
$429K +$18.6K +355 +4%
PWP
1523
Perfromance Wealth Partners
Illinois
$425K – – –
WAM
1524
WNY Asset Management
New York
$425K -$4.45K -85 -1%
AFG
1525
Albion Financial Group
Utah
$425K -$4.19K -80 -0.9%
59 60
61
62 63