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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1801
Valley Wealth Managers
New Jersey
$132K -$22.4K -440 -14%
CWP
1802
Concord Wealth Partners
Virginia
$131K -$6.37K -125 -5%
GKIM
1803
GW&K Investment Management
Massachusetts
$130K +$132K +2,600 New
EWP
1804
Elevation Wealth Partners
California
$129K +$131K +2,575 New
NFSG
1805
Newbridge Financial Services Group
Florida
$121K -$36.2K -710 -23%
SHIM
1806
Stone House Investment Management
Pennsylvania
$121K +$123K +2,415 New
BC
1807
Barrett & Company
Rhode Island
$119K – – –
EAM
1808
Eukles Asset Management
Ohio
$116K +$4.33K +85 +4%
DCM
1809
Disciplina Capital Management
Tennessee
$110K -$25.5K -500 -19%
AC
1810
Asio Capital
Kentucky
$109K +$15.3K +300 +16%
PAIM
1811
Punch & Associates Investment Management
Minnesota
$107K – – –
BA
1812
Ballast Advisors
Minnesota
$107K – – –
4FG
1813
4Thought Financial Group
New York
$107K -$509 -10 -0.5%
AWM
1814
Aspire Wealth Management
Massachusetts
$105K +$1.53K +30 +1%
WB
1815
Webster Bank
Connecticut
$105K – – –
WBC
1816
West Branch Capital
Massachusetts
$103K +$509 +10 +0.5%
WIM
1817
Westside Investment Management
California
$103K -$16.6K -325 -14%
TC
1818
Trust Company
Kansas
$103K -$141K -2,775 -58%
MFA
1819
Morling Financial Advisors
California
$101K +$255 +5 +0.2%
AWM
1820
Angeles Wealth Management
California
$100K -$109K -2,135 -52%
LB
1821
Legacy Bridge
Iowa
$100K – – –
KFP
1822
KB Financial Partners
New Jersey
$100K – – –
PWMG
1823
Prestige Wealth Management Group
New Jersey
$99.8K – – –
CMBA
1824
C.M. Bidwell & Associates
Hawaii
$99.1K – – –
CAM
1825
Chesapeake Asset Management
New York
$97.8K +$99.6K +1,955 New
71 72
73
74 75