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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
TBNY
1801
Trustco Bank (New York)
New York
$311K – – –
MWM
1802
McNaughton Wealth Management
California
$310K – – –
FFO
1803
Fiduciary Family Office
Florida
$308K +$282K +5,565 New
GHAM
1804
Gilman Hill Asset Management
Connecticut
$308K +$282K +5,565 New
OWM
1805
OneAscent Wealth Management
Alabama
$308K +$281K +5,550 New
BTW
1806
Boston Trust Walden
Massachusetts
$304K – – –
ARA
1807
Alexander Randolph Advisory
Virginia
$303K +$278K +5,475 New
LEA
1808
Legacy Edge Advisors
New York
$302K +$276K +5,450 New
SAM
1809
Strategy Asset Managers
California
$302K +$507 +10 +0.2%
CCA
1810
Criterion Capital Advisors
Tennessee
$300K +$275K +5,415 New
RDWM
1811
Red Door Wealth Management
Tennessee
$300K +$275K +5,415 New
VC
1812
Veracity Capital
Georgia
$299K +$273K +5,385 New
BWP
1813
Bernardo Wealth Planning
Pennsylvania
$298K -$25.4K -500 -9%
EP
1814
Edgestream Partners
New Jersey
$297K +$272K +5,355 New
MWA
1815
Monograph Wealth Advisors
California
$297K -$12.2K -240 -4%
SRWM
1816
Shira Ridge Wealth Management
California
$296K -$6.59K -130 -2%
SWM
1817
Segment Wealth Management
Texas
$296K – – –
FP
1818
Financial Perspectives
Minnesota
$296K +$761 +15 +0.3%
LB
1819
Legacy Bridge
Iowa
$295K +$8.88K +175 +3%
SWRP
1820
Summit Wealth & Retirement Planning
California
$292K – – –
DWA
1821
Douglass Winthrop Advisors
New York
$292K – – –
BP
1822
BCK Partners
New York
$291K -$19.3K -380 -7%
SWIG
1823
Strategic Wealth Investment Group
Kentucky
$291K -$27.6K -545 -9%
HIP
1824
HUB Investment Partners
Texas
$290K -$28.7K -565 -10%
GI
1825
Gradient Investments
Minnesota
$290K +$31.7K +625 +14%
71 72
73
74 75