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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1501
KFG Wealth Management
Indiana
$636K +$105K +1,791 +20%
OAM
1502
Oak Asset Management
California
$636K -$14.7K -250 -2%
PS
1503
Planned Solutions
California
$636K +$1.29K +22 +0.2%
SWM
1504
SeaCrest Wealth Management
New York
$633K -$213K -3,631 -25%
OCG
1505
Opus Capital Group
Ohio
$631K -$4.99K -85 -0.8%
FNWM
1506
Financial Network Wealth Management
Utah
$630K -$6.29K -107 -1%
TVAMP
1507
Tennessee Valley Asset Management Partners
Tennessee
$630K -$55.8K -949 -8%
RJTCONH
1508
Raymond James Trust Company of New Hampshire
New Hampshire
$630K -$5.52K -94 -0.9%
SAG
1509
Spotlight Asset Group
Illinois
$628K -$13.5K -230 -2%
ITIM
1510
Indiana Trust & Investment Management
Indiana
$627K -$43.5K -740 -6%
KWS
1511
Keystone Wealth Services
California
$627K – – –
GWM
1512
Graybill Wealth Management
Illinois
$622K +$260K +4,432 +71%
FGA
1513
Fortis Group Advisors
New Jersey
$622K +$13.7K +234 +2%
HWA
1514
HHM Wealth Advisors
Tennessee
$622K +$11.9K +203 +2%
EFN
1515
Equita Financial Network
Pennsylvania
$621K +$624K +10,617 New
SP
1516
Stonebrook Private
Michigan
$620K -$124K -2,119 -17%
MWM
1517
Maltin Wealth Management
New Jersey
$620K -$32.5K -554 -5%
WAM
1518
Weatherly Asset Management
California
$619K -$13.2K -225 -2%
MCM
1519
Mitchell Capital Management
Kansas
$619K -$10.6K -181 -2%
SAM
1520
Sawgrass Asset Management
Florida
$617K +$202K +3,435 +48%
WJWM
1521
Williams Jones Wealth Management
New York
$616K – – –
FDCDDQ
1522
Federation des caisses Desjardins du Quebec
Quebec, Canada
$614K +$138K +2,354 +29%
FFP
1523
FourThought Financial Partners
Florida
$613K -$3.7K -63 -0.6%
FWI
1524
Facet Wealth Inc
Maryland
$612K +$213K +3,623 +57%
PCA
1525
Prosperity Capital Advisors
Ohio
$611K -$110K -1,875 -15%
59 60
61
62 63