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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1726
Family Management
New York
$145K – – –
AW
1727
Alaethes Wealth
Nevada
$140K – – –
KFS
1728
Kelly Financial Services
Massachusetts
$139K -$6.76M -121,360 -98%
BDWM
1729
Brewin Dolphin Wealth Management
Ireland
$139K – – –
SA
1730
SRH Advisors
Kansas
$136K – – –
BW
1731
Bison Wealth
Georgia
$135K -$1.34M -24,040 -91%
IWP
1732
IAG Wealth Partners
Wisconsin
$133K -$5.29K -95 -4%
SMA
1733
Sage Mountain Advisors
Georgia
$132K – – –
WBC
1734
West Branch Capital
Massachusetts
$128K +$278 +5 +0.2%
RCA
1735
Riverview Capital Advisers
Massachusetts
$125K +$123K +2,215 New
BA
1736
Ballast Advisors
Minnesota
$121K – – –
WB
1737
West Bancorporation
Iowa
$121K +$119K +2,130 New
MFA
1738
McClarren Financial Advisors
Pennsylvania
$118K -$90.2K -1,620 -44%
SFC
1739
SYM Financial Corp
Indiana
$118K – – –
PWMG
1740
Prestige Wealth Management Group
New Jersey
$117K -$10K -180 -8%
PSB
1741
Piscataqua Savings Bank
New Hampshire
$117K +$41.7K +750 +57%
AWM
1742
Aspire Wealth Management
Massachusetts
$117K +$116K +2,075 New
LWP
1743
Lumature Wealth Partners
Georgia
$116K -$18.4K -330 -14%
AAP
1744
Arax Advisory Partners
Colorado
$115K +$835 +15 +0.7%
AIA
1745
Angeles Investment Advisors
California
$114K +$112K +2,005 New
BCM
1746
Bourgeon Capital Management
Connecticut
$113K – – –
HWM
1747
Holloway Wealth Management
Florida
$113K – – –
LB
1748
Legacy Bridge
Iowa
$113K – – –
MFA
1749
Morling Financial Advisors
California
$113K +$111K +1,995 New
KFP
1750
KB Financial Partners
New Jersey
$113K +$111K +2,000 New
68 69
70
71 72