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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1701
IAG Wealth Partners
Wisconsin
$430K +$74K +1,260 +21%
SSWM
1702
Smith Salley Wealth Management
North Carolina
$429K +$47K +800 +12%
RFA
1703
Rollins Financial Advisors
New York
$429K -$278K -4,728 -39%
NAS
1704
Nicolet Advisory Services
Wisconsin
$428K +$30K +510 +7%
CCFM
1705
Clear Creek Financial Management
Washington
$427K +$2.41K +41 +0.7%
OA
1706
Operose Advisors
Wisconsin
$427K +$646 +11 +0.2%
GSAM
1707
Grant Street Asset Management
Pennsylvania
$423K +$7.34K +125 +2%
MIAS
1708
Mason Investment Advisory Services
Virginia
$422K +$33.4K +568 +9%
CA
1709
CapWealth Advisors
Tennessee
$422K +$69.9K +1,190 +20%
SCTC
1710
Sanibel Captiva Trust Company
Florida
$421K +$37.6K +640 +10%
MPCL
1711
My Personal CFO LLC
Washington
$420K – – –
PWMA
1712
Pension & Wealth Management Advisors
Massachusetts
$420K – – –
HT
1713
Heritage Trust
Oklahoma
$418K +$38.5K +655 +10%
DP
1714
DDD Partners
Washington
$418K +$117 +2 +0%
CP
1715
Capital Planning
Washington
$418K – – –
ACM
1716
Ardent Capital Management
Ohio
$417K -$154K -2,625 -27%
RRCM
1717
Rappaport Reiches Capital Management
Illinois
$417K – – –
TWP
1718
Tempus Wealth Planning
California
$413K -$57K -971 -12%
DWM
1719
Defined Wealth Management
Oregon
$412K -$3.06K -52 -0.7%
FWP
1720
Falcon Wealth Planning
California
$411K – – –
AIP
1721
ARS Investment Partners
New York
$410K – – –
MAC
1722
Mason & Associates (California)
California
$409K -$39.9K -680 -9%
MSCM
1723
McElhenny Sheffield Capital Management
Texas
$407K +$22K +375 +6%
IC
1724
Innealta Capital
Texas
$407K -$43.3K -737 -10%
OAM
1725
Occidental Asset Management
California
$407K -$11.1K -189 -3%
67 68
69
70 71