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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1726
Pearl Planning
Michigan
$681K +$676K +10,322 New
SIAP
1727
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$679K +$101K +1,540 +18%
FFP
1728
FourThought Financial Partners
Florida
$679K – – –
AAMC
1729
Asset Allocation & Management Company
Illinois
$679K -$181K -2,759 -21%
HIP
1730
HUB Investment Partners
Texas
$677K +$194K +2,959 +41%
PCH
1731
PGIM Custom Harvest
New Jersey
$677K -$55.5K -847 -8%
1WA
1732
180 Wealth Advisors
Washington
$675K +$65.5K +1,000 +11%
TWP
1733
Tyche Wealth Partners
Texas
$674K -$23K -351 -3%
HA
1734
Hyposwiss Advisors
$674K +$669K +10,210 New
PA
1735
Powerhouse Assets
Massachusetts
$673K +$668K +10,198 New
SWM
1736
Segment Wealth Management
Texas
$672K +$325K +4,965 +95%
DAS
1737
Daybright Advisory Services
Florida
$669K +$664K +10,137 New
GKWIM
1738
Gerber Kawasaki Wealth & Investment Management
California
$668K -$2.69K -41 -0.4%
CA
1739
CapWealth Advisors
Tennessee
$666K +$159K +2,426 +32%
ABTD
1740
Arvest Bank Trust Division
Oklahoma
$664K -$353K -5,388 -35%
GIA
1741
Guyasuta Investment Advisors
Pennsylvania
$663K +$12.1K +185 +2%
FWP
1742
Falcon Wealth Planning
California
$663K +$20.5K +313 +3%
GWP
1743
Gen-Wealth Partners
Michigan
$662K +$13.5K +206 +2%
ITIM
1744
Indiana Trust & Investment Management
Indiana
$660K -$983 -15 -0.1%
JAFL
1745
Jay A. Fishman Ltd
Michigan
$660K – – –
SWP
1746
SIMA Wealth Partners
Virginia
$659K -$4K -61 -0.6%
BH
1747
Burk Holdings
Oklahoma
$659K +$654K +9,985 New
MIC
1748
Meridian Investment Counsel
California
$658K +$42.6K +651 +7%
ERWM
1749
Elk River Wealth Management
Colorado
$657K -$36.2K -552 -5%
AMM
1750
American Money Management
California
$656K -$13.8K -211 -2%
68 69
70
71 72