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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
1701
Matthew Hamilton Rosenberg
$171K +$10.6K +200 +7%
HDIM
1702
Hanson & Doremus Investment Management
Vermont
$162K – – –
SC
1703
Steph & Co
Wisconsin
$161K +$6.66K +125 +4%
DCM
1704
Disciplina Capital Management
Tennessee
$157K – – –
IAIM
1705
Industrial Alliance Investment Management
Quebec, Canada
$155K +$153K +2,880 New
CWP
1706
Concord Wealth Partners
Virginia
$154K +$8.79K +165 +6%
CI
1707
Cordant Inc
Oregon
$149K +$266 +5 +0.2%
FM
1708
Family Management
New York
$137K – – –
AW
1709
Alaethes Wealth
Nevada
$133K – – –
BDWM
1710
Brewin Dolphin Wealth Management
Ireland
$131K – – –
SA
1711
SRH Advisors
Kansas
$129K – – –
DC
1712
DeDora Capital
California
$128K +$127K +2,385 New
IWP
1713
IAG Wealth Partners
Wisconsin
$126K – – –
SMA
1714
Sage Mountain Advisors
Georgia
$125K – – –
IRC
1715
Investors Research Corp
Georgia
$123K +$86.5K +1,625 +244%
RCA
1716
Riverview Capital Advisers
Massachusetts
$119K – – –
KFS
1717
Kelly Financial Services
Massachusetts
$116K -$16.2K -305 -12%
BA
1718
Ballast Advisors
Minnesota
$115K – – –
WBC
1719
West Branch Capital
Massachusetts
$112K -$9.58K -180 -8%
SFC
1720
SYM Financial Corp
Indiana
$112K – – –
AWM
1721
Aspire Wealth Management
Massachusetts
$111K – – –
PWMG
1722
Prestige Wealth Management Group
New Jersey
$111K – – –
MFA
1723
McClarren Financial Advisors
Pennsylvania
$110K -$266 -5 -0.2%
AWM
1724
Angeles Wealth Management
California
$108K +$107K +2,005 New
BCM
1725
Bourgeon Capital Management
Connecticut
$107K – – –
67 68
69
70 71