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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1676
Bosun Asset Management
Illinois
$242K – – –
RWA
1677
Redmont Wealth Advisors
Illinois
$242K – – –
MCM
1678
Morton Capital Management
California
$241K +$241K +4,985 New
BFG
1679
Barber Financial Group
Kansas
$241K -$7.97K -165 -3%
UW
1680
Unique Wealth
Florida
$240K +$240K +4,970 New
WP
1681
WMS Partners
Maryland
$240K +$242 +5 +0.1%
DBIA
1682
Dumont & Blake Investment Advisors
New Jersey
$239K – – –
JWM
1683
JFG Wealth Management
Colorado
$238K – – –
EP
1684
EPIQ Partners
Minnesota
$238K – – –
RW
1685
Regimen Wealth
Georgia
$238K +$237K +4,915 New
NEWAS
1686
N.E.W. Advisory Services
Wisconsin
$238K -$97.6K -2,020 -29%
HFS
1687
Heritage Financial Services
Massachusetts
$238K -$10.9K -225 -4%
FM
1688
Family Management
New York
$238K +$114K +2,350 +92%
SFP
1689
Sweet Financial Partners
Minnesota
$237K – – –
OWM
1690
Orgel Wealth Management
Wisconsin
$237K +$236K +4,890 New
C
1691
CEDRUS
Colorado
$235K +$234K +4,850 New
ACI
1692
Alpha Cubed Investments
California
$234K -$49.5K -1,025 -18%
TC
1693
Trust Company
Kansas
$233K -$13.8K -285 -6%
AA
1694
Aire Advisors
California
$232K +$966 +20 +0.4%
PO
1695
Private Ocean
California
$231K -$1.21K -25 -0.5%
AWM
1696
Affinity Wealth Management
Delaware
$231K -$70.5K -1,460 -23%
LSA
1697
Lion Street Advisors
Texas
$231K +$200K +4,140 New
KWM
1698
Keebeck Wealth Management
Illinois
$231K – – –
CRI
1699
Commonwealth Retirement Investments
Virginia
$230K +$230K +4,755 New
BMC
1700
Beaton Management Company
Massachusetts
$230K – – –
66 67
68
69 70