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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1601
Dumont & Blake Investment Advisors
New Jersey
$223K – – –
EP
1602
EPIQ Partners
Minnesota
$223K – – –
TSW
1603
Thompson Siegel & Walmsley
Virginia
$223K – – –
JWM
1604
JFG Wealth Management
Colorado
$222K -$4.94K -100 -2%
SFP
1605
Sweet Financial Partners
Minnesota
$222K – – –
MSCM
1606
McElhenny Sheffield Capital Management
Texas
$221K -$6.42K -130 -3%
KWM
1607
Keebeck Wealth Management
Illinois
$221K +$241K +4,885 New
VBWMG
1608
Von Berge Wealth Management Group
California
$220K – – –
PO
1609
Private Ocean
California
$217K -$1.23K -25 -0.5%
SCA
1610
Sandy Cove Advisors
Massachusetts
$217K +$17.3K +350 +8%
PSIWM
1611
Paradigm Strategies in Wealth Management
Minnesota
$217K +$237K +4,805 New
AA
1612
Aire Advisors
California
$215K -$190K -3,855 -45%
BMC
1613
Beaton Management Company
Massachusetts
$215K – – –
TYCC
1614
Texas Yale Capital Corp
Florida
$215K – – –
EWA
1615
Evolution Wealth Advisors
Florida
$215K +$14.1K +285 +6%
ZIG
1616
Zuckerman Investment Group
Illinois
$214K – – –
4FG
1617
4Thought Financial Group
New York
$214K +$234K +4,735 New
ORC
1618
O'Rourke & Company
Massachusetts
$213K +$247 +5 +0.1%
TWM
1619
Tradition Wealth Management
Minnesota
$213K +$247 +5 +0.1%
FWM
1620
Focused Wealth Management
New York
$212K +$11.8K +240 +5%
NB
1621
Nicolet Bankshares
Wisconsin
$210K – – –
AMC
1622
Asset Management Corp
Illinois
$209K – – –
CFO
1623
Custos Family Office
Texas
$209K +$229K +4,630 New
CA
1624
Carson Advisory
Georgia
$208K -$5.92K -120 -3%
SPWM
1625
Schrum Private Wealth Management
Florida
$208K +$494 +10 +0.2%
63 64
65
66 67