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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
1776
Bridgewealth Advisory Group
California
$247K +$259K +4,950 New
OA
1777
Operose Advisors
Wisconsin
$246K +$119K +2,280 +86%
B
1778
Bellecapital
Switzerland
$245K – – –
AI
1779
Auour Investments
Massachusetts
$245K – – –
CPG
1780
Cornerstone Planning Group
New Jersey
$244K +$63.7K +1,215 +33%
HIM
1781
Hanlon Investment Management
New Jersey
$243K +$255K +4,870 New
OWM
1782
Orgel Wealth Management
Wisconsin
$241K – – –
MM
1783
Main Management
California
$241K – – –
DBIA
1784
Dumont & Blake Investment Advisors
New Jersey
$239K -$7.86K -150 -3%
BCM
1785
BTC Capital Management
Iowa
$238K – – –
BMC
1786
Beaton Management Company
Massachusetts
$238K +$1.57K +30 +0.6%
STA
1787
Summit Trail Advisors
New York
$238K – – –
TW
1788
Transform Wealth
Colorado
$238K -$151K -2,875 -38%
TYCC
1789
Texas Yale Capital Corp
Florida
$238K – – –
RIL
1790
Rothschild Investment LLC
Illinois
$237K +$2.1K +40 +0.8%
ZIG
1791
Zuckerman Investment Group
Illinois
$236K – – –
SF
1792
Safeguard Financial
Wisconsin
$235K -$29.3K -560 -11%
EWA
1793
Evolution Wealth Advisors
Florida
$235K +$12.3K +235 +5%
MFWP
1794
Mosaic Family Wealth Partners
Missouri
$235K – – –
IIM
1795
InTrack Investment Management
Vermont
$234K +$246K +4,700 New
TA
1796
TrueWealth Advisors
Alabama
$234K +$246K +4,690 New
LA
1797
LVW Advisors
New York
$233K – – –
CCMI
1798
Creative Capital Management Investments
California
$232K – – –
DI
1799
DFPG Investments
Utah
$231K +$251K +4,795 New
GI
1800
Gradient Investments
Minnesota
$230K -$75.2K -1,435 -24%
70 71
72
73 74