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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1551
Foundations Investment Advisors
Arizona
$251K +$273K +5,530 New
CHAM
1552
Clear Harbor Asset Management
Connecticut
$249K – – –
BTW
1553
Boston Trust Walden
Massachusetts
$248K – – –
DHFB
1554
Dixon Hubard Feinour & Brown
Virginia
$248K – – –
MM
1555
Meridian Management
Arkansas
$247K -$668K -13,540 -71%
FM
1556
Foster & Motley
Ohio
$247K -$52.8K -1,070 -16%
CPSAC
1557
Chas P. Smith & Associates (CPS)
Florida
$245K – – –
DCM
1558
Donaldson Capital Management
Indiana
$245K +$2.47K +50 +0.9%
BFA
1559
Bluestem Financial Advisors
Illinois
$244K -$38.5K -780 -13%
LWAC
1560
Laurel Wealth Advisors (California)
California
$244K -$37K -750 -12%
TWP
1561
Total Wealth Planning
Ohio
$244K -$29.4K -595 -10%
GA
1562
Geller Advisors
New York
$244K – – –
JC
1563
JB Capital
Connecticut
$244K +$3.21K +65 +1%
PFG
1564
PAX Financial Group
Texas
$244K +$8.39K +170 +3%
CPA
1565
Capital Planning Advisors
California
$242K -$12.3K -250 -4%
MWA
1566
Monograph Wealth Advisors
California
$242K – – –
SWM
1567
Segment Wealth Management
Texas
$242K – – –
VWA
1568
Visionary Wealth Advisors
Illinois
$242K +$1.48K +30 +0.6%
FP
1569
Financial Perspectives
Minnesota
$241K – – –
BFIM
1570
Beese Fulmer Investment Management
Ohio
$241K +$263K +5,320 New
OSAM
1571
O'Shaughnessy Asset Management
Connecticut
$240K +$13.3K +270 +5%
BBW
1572
Blue Barn Wealth
Utah
$239K -$12.3K -250 -5%
LWM
1573
Laidlaw Wealth Management
New York
$239K – – –
SBL
1574
Sargent Bickham Lagudis
Colorado
$239K – – –
SWRP
1575
Summit Wealth & Retirement Planning
California
$239K +$260K +5,275 New
61 62
63
64 65