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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
ITC
1751
Inspire Trust Company
Nevada
$383K +$385K +6,550 New
OBWG
1752
Onyx Bridge Wealth Group
New York
$383K +$117 +2 +0%
DWM
1753
Dopkins Wealth Management
New York
$382K – – –
TW
1754
Transform Wealth
Colorado
$382K -$22.7K -386 -6%
KPP
1755
Kings Path Partners
Texas
$381K +$383K +6,515 New
MPW
1756
MGO Private Wealth
California
$381K -$2.35K -40 -0.6%
PGAM
1757
Princeton Global Asset Management
New Jersey
$378K +$27.3K +465 +8%
MBFW
1758
Morton Brown Family Wealth
Pennsylvania
$378K -$133K -2,256 -27%
MTC
1759
McDaniel Terry & Co
Texas
$377K – – –
PWA
1760
Provenance Wealth Advisors
Florida
$376K +$120K +2,049 +47%
FM
1761
Foster & Motley
Ohio
$376K +$34.1K +580 +10%
LSA
1762
Lion Street Advisors
Texas
$375K +$299K +5,097 +389%
AIC
1763
Archer Investment Corporation
Indiana
$374K – – –
BCP
1764
Berkeley Capital Partners
Georgia
$374K -$15.5K -263 -4%
KC
1765
Kingfisher Capital
North Carolina
$374K +$1.06K +18 +0.3%
FVWA
1766
Foster Victor Wealth Advisors
South Carolina
$373K +$137K +2,334 +64%
RFG
1767
Range Financial Group
Oregon
$373K -$24.9K -424 -6%
LMKC
1768
L.M. Kohn & Company
Ohio
$373K -$41.9K -713 -10%
FMI
1769
F/M Investments
District of Columbia
$372K +$374K +6,365 New
VCM
1770
Vivaldi Capital Management
Illinois
$370K +$59 +1 +0%
JPMIA
1771
J.P. Marvel Investment Advisors
Massachusetts
$368K – – –
CST
1772
Charles Schwab Trust
Nevada
$368K -$1.47K -25 -0.4%
CPBTD
1773
Central Pacific Bank - Trust Division
Hawaii
$367K +$19.8K +337 +6%
AA
1774
Ashford Advisors
New York
$366K +$294K +5,000 +400%
KWA
1775
Kellett Wealth Advisors
Ohio
$365K +$17.9K +305 +5%
69 70
71
72 73