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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1701
Consolidated Planning Corp
Georgia
$724K -$345K -4,973 -32%
AWM
1702
Abound Wealth Management
Tennessee
$723K +$290K +4,178 +64%
KFSN
1703
Keystone Financial Services (Nebraska)
Nebraska
$723K -$2.36K -34 -0.3%
IWS
1704
Intentional Wealth Strategies
Colorado
$722K +$741K +10,685 New
CL
1705
CLG LLC
California
$721K -$8.05K -116 -1%
BOPW
1706
Brandywine Oak Private Wealth
Pennsylvania
$720K +$15.6K +225 +2%
TPWM
1707
Twelve Points Wealth Management
Massachusetts
$720K -$22.8K -328 -3%
RL
1708
Rogco LP
Oklahoma
$719K -$8.2M -118,198 -92%
WG
1709
Wellington Group
Indiana
$718K +$11.1K +160 +2%
TFP
1710
Tilia Fiduciary Partners
North Carolina
$717K -$43.5K -627 -6%
MSA
1711
Marathon Strategic Advisors
Pennsylvania
$717K – – –
BWM
1712
BCS Wealth Management
Tennessee
$713K -$713K -10,285 -49%
EWA
1713
Exit Wealth Advisors
Georgia
$713K +$139K +2,000 +23%
PL
1714
Plancorp LLC
Missouri
$712K -$368K -5,308 -34%
HWM
1715
Howard Wealth Management
Connecticut
$706K -$11.2K -162 -2%
OAM
1716
Oak Asset Management
California
$703K -$2.29K -33 -0.3%
PCH
1717
PGIM Custom Harvest
New Jersey
$702K +$9.71K +140 +1%
NIWA
1718
New Insight Wealth Advisors
California
$701K -$10.2K -147 -1%
PWM
1719
Peck Wealth Management
New York
$701K -$69.4K -1,000 -9%
BWP
1720
Balboa Wealth Partners
Arizona
$701K -$1.25K -18 -0.2%
KF
1721
Krilogy Financial
Missouri
$700K -$50.5K -728 -7%
BST
1722
Bath Savings Trust
Maine
$699K +$33K +475 +5%
DI
1723
DAGCO Inc
Ohio
$696K -$12.1K -175 -2%
SIAP
1724
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$695K – – –
GWM
1725
Graybill Wealth Management
Illinois
$695K -$17.7K -255 -2%
67 68
69
70 71