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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1776
Vivaldi Capital Management
Illinois
$428K +$32.3K +535 +8%
JSL
1777
JT Stratford LLC
Georgia
$428K +$42.7K +708 +12%
PAA
1778
Peregrine Asset Advisers
Oregon
$427K – – –
KWM
1779
Keebeck Wealth Management
Illinois
$427K -$1.93K -32 -0.5%
OWMIAS
1780
One Wealth Management Investment & Advisory Services
Florida
$426K +$8.8K +146 +2%
WPP
1781
Whalerock Point Partners
Rhode Island
$425K – – –
ACM
1782
AlphaStar Capital Management
North Carolina
$425K +$7.36K +122 +2%
OIA
1783
Optimum Investment Advisors
Illinois
$421K – – –
OIS
1784
Okabena Investment Services
Minnesota
$421K +$407K +6,755 New
SFG
1785
Sunburst Financial Group
Alabama
$421K -$11.2K -186 -3%
SEM
1786
Strategic Equity Management
Arizona
$420K -$4.32M -71,630 -91%
FGG
1787
Financial Guidance Group
Florida
$420K – – –
IC
1788
Innealta Capital
Texas
$420K -$12.9K -214 -3%
CFAM
1789
Center For Asset Management
Florida
$420K – – –
WIP
1790
WealthCare Investment Partners
Rhode Island
$420K +$97.6K +1,619 +31%
WF
1791
WoodTrust Financial
Wisconsin
$419K -$641K -10,625 -61%
KPP
1792
Kings Path Partners
Texas
$418K +$11.2K +185 +3%
SWM
1793
Selective Wealth Management
Virginia
$415K -$177K -2,936 -30%
RC
1794
Roundview Capital
New Jersey
$414K +$29.9K +495 +8%
HAM
1795
Harmony Asset Management
Arizona
$413K – – –
RCP
1796
Rothschild Capital Partners
New York
$413K -$543 -9 -0.1%
LMKC
1797
L.M. Kohn & Company
Ohio
$411K +$27.2K +451 +7%
BWM
1798
BCGM Wealth Management
Indiana
$410K -$14.7K -244 -4%
OBWG
1799
Onyx Bridge Wealth Group
New York
$410K +$1.99K +33 +0.5%
EFG
1800
Elios Financial Group
Ohio
$408K +$395K +6,551 New
70 71
72
73 74