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iShares Core S&P Mid-Cap ETF
IJH

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