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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1751
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$384K -$7.05K -120 -2%
ITC
1752
Inspire Trust Company
Nevada
$383K +$385K +6,550 New
OBWG
1753
Onyx Bridge Wealth Group
New York
$383K +$117 +2 +0%
DWM
1754
Dopkins Wealth Management
New York
$382K – – –
TW
1755
Transform Wealth
Colorado
$382K -$22.7K -386 -6%
KPP
1756
Kings Path Partners
Texas
$381K +$383K +6,515 New
MPW
1757
MGO Private Wealth
California
$381K -$2.35K -40 -0.6%
PGAM
1758
Princeton Global Asset Management
New Jersey
$378K +$27.3K +465 +8%
MBFW
1759
Morton Brown Family Wealth
Pennsylvania
$378K -$133K -2,256 -27%
MTC
1760
McDaniel Terry & Co
Texas
$377K – – –
PWA
1761
Provenance Wealth Advisors
Florida
$376K +$120K +2,049 +47%
FM
1762
Foster & Motley
Ohio
$376K +$34.1K +580 +10%
LSA
1763
Lion Street Advisors
Texas
$375K +$299K +5,097 +389%
AIC
1764
Archer Investment Corporation
Indiana
$374K – – –
BCP
1765
Berkeley Capital Partners
Georgia
$374K -$15.5K -263 -4%
KC
1766
Kingfisher Capital
North Carolina
$374K +$1.06K +18 +0.3%
FVWA
1767
Foster Victor Wealth Advisors
South Carolina
$373K +$137K +2,334 +64%
RFG
1768
Range Financial Group
Oregon
$373K -$24.9K -424 -6%
LMKC
1769
L.M. Kohn & Company
Ohio
$373K -$41.9K -713 -10%
FMI
1770
F/M Investments
District of Columbia
$372K +$374K +6,365 New
VCM
1771
Vivaldi Capital Management
Illinois
$370K +$59 +1 +0%
JPMIA
1772
J.P. Marvel Investment Advisors
Massachusetts
$368K – – –
CST
1773
Charles Schwab Trust
Nevada
$368K -$1.47K -25 -0.4%
CPBTD
1774
Central Pacific Bank - Trust Division
Hawaii
$367K +$19.8K +337 +6%
AA
1775
Ashford Advisors
New York
$366K +$294K +5,000 +400%
69 70
71
72 73