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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CHIA
1751
Copper Harbor Investment Advisors
Wisconsin
$754K +$717K +9,773 New
DIA
1752
Davidson Investment Advisors
Montana
$752K – – –
MIC
1753
Meridian Investment Counsel
California
$752K -$16.1K -220 -2%
WAG
1754
Wallace Advisory Group
California
$750K +$73 +1 +0%
KF
1755
Krilogy Financial
Missouri
$750K -$4.92K -67 -0.7%
CA
1756
CapWealth Advisors
Tennessee
$748K -$8.07K -110 -1%
RC
1757
Roundview Capital
New Jersey
$746K +$97.3K +1,326 +16%
ASBI
1758
American State Bank (Iowa)
Iowa
$745K -$2.86K -39 -0.4%
OCG
1759
Opus Capital Group
Ohio
$743K -$12.5K -170 -2%
OC
1760
Oarsman Capital
Wisconsin
$742K -$134K -1,820 -16%
BTI
1761
Blue Trust Inc
Georgia
$740K -$128K -1,740 -15%
EFS
1762
Econ Financial Services
Pennsylvania
$739K -$8.16M -111,271 -92%
OCM
1763
One Capital Management
California
$739K – – –
BWP
1764
Balboa Wealth Partners
Arizona
$737K -$60.5K -825 -8%
CA
1765
Carson Advisory
Georgia
$737K +$10.6K +144 +2%
FNB
1766
Farmers National Bank
Kentucky
$736K -$4.55K -62 -0.6%
BI
1767
Ballast Inc
Kentucky
$735K -$5.87K -80 -0.8%
WPP
1768
Whalerock Point Partners
Rhode Island
$735K +$4.77K +65 +0.7%
YWS
1769
Yarger Wealth Strategies
Ohio
$728K -$155K -2,109 -18%
PP
1770
Pearl Planning
Michigan
$727K -$56.1K -765 -8%
LA
1771
LM Advisors
California
$726K +$647K +8,817 +1,382%
SWP
1772
SIMA Wealth Partners
Virginia
$726K -$37.2K -507 -5%
BCA
1773
Bay Capital Advisors
Virginia
$725K +$9.32K +127 +1%
AMM
1774
American Money Management
California
$722K -$13.5K -184 -2%
BEW
1775
Burton Enright Welch
California
$721K -$163K -2,216 -19%
69 70
71
72 73