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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1651
Clearstead Trust
Maine
$123K +$135K +2,795 New
WWMSC
1652
Wagner Wealth Management (South Carolina)
South Carolina
$121K -$31.9K -660 -19%
IWP
1653
IAG Wealth Partners
Wisconsin
$121K +$7.01K +145 +6%
BC
1654
Barrett & Company
Rhode Island
$115K +$115K +2,385 New
FM
1655
Family Management
New York
$112K – – –
SA
1656
SRH Advisors
Kansas
$106K – – –
SMG
1657
Spectrum Management Group
Indiana
$103K -$14.7K -305 -12%
RBC
1658
Roble Belko & Company
Pennsylvania
$95K – – –
BA
1659
Ballast Advisors
Minnesota
$94K – – –
EAM
1660
Eukles Asset Management
Ohio
$94K +$4.59K +95 +5%
PAIM
1661
Punch & Associates Investment Management
Minnesota
$94K +$96.7K +2,000 +1,379%
WB
1662
Webster Bank
Connecticut
$92K – – –
SFC
1663
SYM Financial Corp
Indiana
$91K -$11.6K -240 -10%
AWM
1664
Aspire Wealth Management
Massachusetts
$91K – – –
PWMG
1665
Prestige Wealth Management Group
New Jersey
$91K – – –
AWM
1666
Angeles Wealth Management
California
$88K – – –
BCM
1667
Bourgeon Capital Management
Connecticut
$88K – – –
KFP
1668
KB Financial Partners
New Jersey
$88K – – –
LB
1669
Legacy Bridge
Iowa
$88K – – –
SC
1670
Siena Capital
Ohio
$88K – – –
MFA
1671
Morling Financial Advisors
California
$88K +$725 +15 +0.8%
CMBA
1672
C.M. Bidwell & Associates
Hawaii
$87K – – –
RMC
1673
Resources Management Corp
Connecticut
$87K – – –
KFS
1674
Kelly Financial Services
Massachusetts
$83.5K +$6.77K +140 +8%
MRCM
1675
M&R Capital Management
New Jersey
$82K – – –
65 66
67
68 69