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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
1626
Cassady Schiller Wealth Management
Ohio
$489K – – –
SRC
1627
Shufro Rose & Co
New York
$488K +$22.9K +390 +5%
FI
1628
FWG Investments
Kentucky
$488K +$22.9K +389 +5%
NG
1629
Norden Group
Utah
$487K -$99.7K -1,697 -17%
FTDI
1630
First Trust Direct Indexing
Massachusetts
$486K -$31.4K -535 -6%
CM
1631
Churchill Management
California
$485K +$486K +8,280 New
SMA
1632
Seven Mile Advisory
New Jersey
$484K +$16K +273 +3%
1WA
1633
180 Wealth Advisors
Washington
$484K -$7.87K -134 -2%
PGIM
1634
Pacific Global Investment Management
California
$483K – – –
SFP
1635
Strategic Financial Partners
Oregon
$482K – – –
KFA
1636
Kelleher Financial Advisors
New York
$481K – – –
AWA
1637
Alta Wealth Advisors
Massachusetts
$481K +$46.2K +786 +11%
SPWG
1638
Syntegra Private Wealth Group
Missouri
$481K -$13K -221 -3%
SEP
1639
Southland Equity Partners
Missouri
$479K -$5.17K -88 -1%
SFO
1640
Stokes Family Office
Louisiana
$478K +$940 +16 +0.2%
FSA
1641
Fort Sheridan Advisors
Illinois
$477K +$2K +34 +0.4%
SCP
1642
Stevens Capital Partners
Nebraska
$476K +$2.17K +37 +0.5%
FPCG
1643
Fort Pitt Capital Group
Pennsylvania
$476K -$21.8K -371 -4%
TW
1644
Towerpoint Wealth
California
$474K -$83.2K -1,417 -15%
WHCFA
1645
William Howard & Co Financial Advisors
Tennessee
$473K +$116K +1,967 +32%
SCP
1646
Sandhill Capital Partners
New York
$473K +$13.7K +233 +3%
HIP
1647
HUB Investment Partners
Texas
$472K +$22.3K +380 +5%
FCFC
1648
First Commonwealth Financial Corp
Pennsylvania
$471K +$473K +8,045 New
LAM
1649
Lewis Asset Management
California
$470K +$35.7K +608 +8%
AAM
1650
Augustine Asset Management
Florida
$469K – – –
64 65
66
67 68