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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1726
GC Wealth Management RIA
Massachusetts
$352K +$322K +6,350 New
JC
1727
JB Capital
Connecticut
$352K -$10.9M -215,340 -97%
BFG
1728
Berger Financial Group
Minnesota
$350K – – –
CWS
1729
Cypress Wealth Services
California
$349K -$1.62M -31,915 -84%
JPMIA
1730
J.P. Marvel Investment Advisors
Massachusetts
$349K – – –
AO
1731
Advisor OS
Illinois
$347K +$318K +6,260 New
AWM
1732
Abound Wealth Management
Tennessee
$347K -$14.5K -285 -4%
AA
1733
Ashford Advisors
New York
$346K – – –
SFM
1734
Signet Financial Management
New Jersey
$344K +$54.3K +1,070 +21%
B
1735
Birchbrook
Maine
$344K +$315K +6,205 New
GWA
1736
Gratus Wealth Advisors
Virginia
$344K +$315K +6,205 New
DI
1737
DFPG Investments
Utah
$344K +$79.6K +1,570 +33%
FM
1738
Foster & Motley
Ohio
$343K +$10.7K +210 +4%
LWCFA
1739
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$343K -$190K -3,750 -37%
FB
1740
First Bancorp
Maine
$342K -$3.55K -70 -1%
PCS
1741
Personal CFO Solutions
New Jersey
$342K – – –
FF
1742
Fox Financial
Pennsylvania
$341K +$312K +6,155 New
AL
1743
ADE LLC
Maryland
$341K – – –
TAM
1744
Tucker Asset Management
Colorado
$341K – – –
STA
1745
Summit Trail Advisors
New York
$340K +$70K +1,380 +29%
WWM
1746
Waterway Wealth Management
Texas
$339K +$310K +6,105 New
AR
1747
Apeiron RIA
Texas
$338K -$940K -18,525 -75%
TF
1748
Trek Financial
Arizona
$338K -$1.6M -31,515 -84%
AGC
1749
Aspen Grove Capital
Colorado
$338K – – –
VP
1750
Verum Partners
North Carolina
$337K -$148K -2,915 -32%
68 69
70
71 72