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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1626
HC Financial Advisors
California
$5K -$9.99K -185 -66%
MA
1627
Modus Advisors
Minnesota
$5K +$4.86K +90 New
ED
1628
Exane Derivatives
France
$4.53K – – –
TAM
1629
Tucker Asset Management
Colorado
$4.03K -$13.5K -250 -77%
LWA
1630
Lowe Wealth Advisors
Maryland
$4K – – –
TVWM
1631
Tower View Wealth Management
Wisconsin
$4K – – –
CB
1632
CNB Bank
Pennsylvania
$4K +$4.05K +75 New
WLPWM
1633
Walled Lake Planning & Wealth Management
Illinois
$2K – – –
PC
1634
Permanens Capital
New York
$2K +$1.62K +30 New
PWM
1635
Provident Wealth Management
Tennessee
$1K -$540 -10 -50%
VCM
1636
Versant Capital Management
Arizona
$1K – – –
WB
1637
Webster Bank
Connecticut
$1K – – –
ACB
1638
Aristotle Capital Boston
Massachusetts
$1K +$810 +15 New
HCP
1639
Hexagon Capital Partners
Arkansas
$1K +$1.08K +20 New
WIM
1640
Westside Investment Management
California
$31 – – –
CCMG
1641
Clark Capital Management Group
Pennsylvania
– -$119M -2,293,120 Closed
HF
1642
HRT Financial
New York
– -$35.7M -685,145 Closed
MSA
1643
Marino Stram & Associates
Massachusetts
– -$12.3M -237,015 Closed
JF
1644
Jump Financial
Illinois
– -$7.39M -142,025 Closed
FC
1645
Ferris Capital
Massachusetts
– -$7.14M -137,125 Closed
CC
1646
Cedar Capital
Illinois
– -$5.37M -103,175 Closed
TVAMP
1647
Tennessee Valley Asset Management Partners
Tennessee
– -$4.96M -95,280 Closed
PWAG
1648
Polaris Wealth Advisory Group
California
– -$3.9M -73,190 Closed
WA
1649
Wilshire Advisors
California
– -$2.98M -57,195 Closed
CWA
1650
Centennial Wealth Advisory
Michigan
– -$1.93M -37,005 Closed
64 65
66
67 68