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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1701
Boyd Watterson Asset Management
Ohio
$706K -$142K -2,165 -17%
LB
1702
Legacy Bridge
Iowa
$706K +$28.2K +430 +4%
NG
1703
NWK Group
California
$702K -$109K -1,671 -14%
FNBTCON
1704
First National Bank & Trust Co of Newtown
Pennsylvania
$701K +$117K +1,785 +20%
HWM
1705
Howard Wealth Management
Connecticut
$701K +$21.7K +332 +3%
MSA
1706
Marathon Strategic Advisors
Pennsylvania
$701K -$11.1K -170 -2%
CPSC
1707
Carl P. Sherr & Co
Massachusetts
$700K -$12.4K -189 -2%
WFS
1708
WealthGarden F.S.
California
$698K – – –
TLFA
1709
True Link Financial Advisors
California
$698K +$209K +3,190 +43%
HWA
1710
HHM Wealth Advisors
Tennessee
$698K -$3.27K -50 -0.5%
KFAS
1711
Keating Financial Advisory Services
Kansas
$697K +$692K +10,567 New
GWM
1712
Graybill Wealth Management
Illinois
$696K +$32.4K +494 +5%
NIWA
1713
New Insight Wealth Advisors
California
$695K -$30.1K -459 -4%
DF
1714
Downshift Financial
Colorado
$692K +$654K +9,977 New
DI
1715
DAGCO Inc
Ohio
$692K – – –
WG
1716
Wellington Group
Indiana
$691K +$686K +10,465 New
OAM
1717
Oak Asset Management
California
$690K +$9.37K +143 +1%
BOPW
1718
Brandywine Oak Private Wealth
Pennsylvania
$689K -$31.1K -475 -4%
FCFC
1719
First Commonwealth Financial Corp
Pennsylvania
$688K +$162K +2,474 +31%
MAG
1720
Meadowbrook Advisors Group
New Jersey
$687K +$681K +10,403 New
BWP
1721
Balboa Wealth Partners
Arizona
$686K +$2.1K +32 +0.3%
OFS
1722
OneAscent Financial Services
Alabama
$684K +$156K +2,379 +30%
EIA
1723
Eldridge Investment Advisors
New Hampshire
$684K -$91.5K -1,397 -12%
PW
1724
Pandora Wealth
Illinois
$683K – – –
WAG
1725
Wallace Advisory Group
California
$682K +$6.81K +104 +1%
67 68
69
70 71