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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1601
Bosun Asset Management
Illinois
$226K – – –
RWA
1602
Redmont Wealth Advisors
Illinois
$226K – – –
DBIA
1603
Dumont & Blake Investment Advisors
New Jersey
$223K – – –
EP
1604
EPIQ Partners
Minnesota
$223K – – –
TSW
1605
Thompson Siegel & Walmsley
Virginia
$223K – – –
JWM
1606
JFG Wealth Management
Colorado
$222K -$4.94K -100 -2%
SFP
1607
Sweet Financial Partners
Minnesota
$222K – – –
MSCM
1608
McElhenny Sheffield Capital Management
Texas
$221K -$6.42K -130 -3%
KWM
1609
Keebeck Wealth Management
Illinois
$221K +$241K +4,885 New
VBWMG
1610
Von Berge Wealth Management Group
California
$220K – – –
PO
1611
Private Ocean
California
$217K -$1.23K -25 -0.5%
SCA
1612
Sandy Cove Advisors
Massachusetts
$217K +$17.3K +350 +8%
PSIWM
1613
Paradigm Strategies in Wealth Management
Minnesota
$217K +$237K +4,805 New
AA
1614
Aire Advisors
California
$215K -$190K -3,855 -45%
BMC
1615
Beaton Management Company
Massachusetts
$215K – – –
TYCC
1616
Texas Yale Capital Corp
Florida
$215K – – –
EWA
1617
Evolution Wealth Advisors
Florida
$215K +$14.1K +285 +6%
ZIG
1618
Zuckerman Investment Group
Illinois
$214K – – –
4FG
1619
4Thought Financial Group
New York
$214K +$234K +4,735 New
ORC
1620
O'Rourke & Company
Massachusetts
$213K +$247 +5 +0.1%
TWM
1621
Tradition Wealth Management
Minnesota
$213K +$247 +5 +0.1%
FWM
1622
Focused Wealth Management
New York
$212K +$11.8K +240 +5%
NB
1623
Nicolet Bankshares
Wisconsin
$210K – – –
AMC
1624
Asset Management Corp
Illinois
$209K – – –
CFO
1625
Custos Family Office
Texas
$209K +$229K +4,630 New
63 64
65
66 67