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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1676
Kelly Financial Services
Massachusetts
$83.5K +$6.77K +140 +8%
MRCM
1677
M&R Capital Management
New Jersey
$82K – – –
HWA
1678
Heritage Wealth Advisors
Virginia
$81.3K – – –
SN
1679
Sittner & Nelson
Oregon
$77K – – –
AWM
1680
AllSquare Wealth Management
New York
$76K – – –
BCMLT
1681
Beacon Capital Management LLC (Tennessee)
Tennessee
$70K – – –
AP
1682
Atwood & Palmer
Missouri
$70K +$12.1K +250 +19%
APW
1683
Axim Planning & Wealth
Ohio
$68K – – –
RWM
1684
Raffa Wealth Management
District of Columbia
$65.8K – – –
LFG
1685
Larson Financial Group
Missouri
$65K +$1.69K +35 +2%
HH
1686
HWG Holdings
Texas
$64K +$70.6K +1,460 New
LWP
1687
Lumature Wealth Partners
Georgia
$63K – – –
FFA
1688
Fairfield Financial Advisors
Massachusetts
$62.4K +$16.4K +340 +31%
LFA
1689
Level Financial Advisors
New York
$62K – – –
EBA
1690
Eagle Bay Advisors
New York
$61K – – –
EC
1691
EdgeRock Capital
Colorado
$58K +$64.1K +1,325 New
MWA
1692
Moser Wealth Advisors
Washington
$56K – – –
TFM
1693
TFC Financial Management
Massachusetts
$55K – – –
AC
1694
Asio Capital
Kentucky
$55K +$60.4K +1,250 New
SIC
1695
SJS Investment Consulting
Ohio
$54K +$59.7K +1,235 New
RAM
1696
Riggs Asset Management
Pennsylvania
$53K – – –
ADL
1697
Asset Dedication LLC
California
$53K +$58K +1,200 New
WOC
1698
West Oak Capital
California
$50K -$6.04K -125 -10%
SAM
1699
Strategic Asset Management
Minnesota
$50K -$967 -20 -0.4%
BCV
1700
Banque Cantonale Vaudoise
Switzerland
$49K -$14K -290 -21%
66 67
68
69 70