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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1676
SP Asset Management
California
$449K +$42.8K +728 +10%
MSG
1677
Main Street Group
Virginia
$449K -$33.4K -569 -7%
CWM
1678
Concentric Wealth Management
California
$448K – – –
MHIC
1679
Marble Harbor Investment Counsel
Massachusetts
$447K – – –
PWM
1680
Paulson Wealth Management
Illinois
$446K – – –
PCS
1681
Personal CFO Solutions
New Jersey
$443K +$74K +1,259 +20%
BWL
1682
Bogart Wealth LLC
Virginia
$442K -$30K -510 -6%
JLBC
1683
J.L. Bainbridge & Co
Florida
$442K -$191K -3,250 -30%
WP
1684
WealthPLAN Partners
Nebraska
$440K -$971K -16,529 -69%
ERIM
1685
Eagle Ridge Investment Management
Connecticut
$440K +$54.2K +922 +14%
SAM
1686
Selway Asset Management
$439K – – –
TWM
1687
Tradition Wealth Management
Minnesota
$437K +$20.8K +354 +5%
MWM
1688
Modern Wealth Management
Kansas
$436K +$87.1K +1,482 +25%
NCM
1689
Northwest Capital Management
Oregon
$436K -$2.12K -36 -0.5%
AW
1690
Avion Wealth
Texas
$435K -$89.6K -1,525 -17%
TT
1691
TI-Trust
Illinois
$435K – – –
AFAS
1692
Acorn Financial Advisory Services
Virginia
$434K -$56.4K -960 -11%
VAF
1693
Values Added Financial
District of Columbia
$433K +$48.5K +825 +13%
ME
1694
McIlrath & Eck
Washington
$433K -$14K -238 -3%
PWS
1695
Peterson Wealth Services
Utah
$432K -$68.9K -1,172 -14%
X
1696
Xponance
Pennsylvania
$432K +$434K +7,379 New
SWM
1697
Scissortail Wealth Management
Oklahoma
$432K – – –
MWM
1698
Maripau Wealth Management
Indiana
$431K -$114K -1,942 -21%
LSIA
1699
LaSalle St. Investment Advisors
Illinois
$431K +$179K +3,047 +71%
PWP
1700
Perfromance Wealth Partners
Illinois
$430K – – –
66 67
68
69 70