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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1801
Jentner Corp
Ohio
$345K – – –
FFM
1802
Forum Financial Management
Illinois
$345K +$75.1K +1,279 +28%
PCM
1803
Princeton Capital Management
New Jersey
$345K – – –
TFM
1804
TFC Financial Management
Massachusetts
$344K +$117 +2 +0%
JC
1805
JB Capital
Connecticut
$344K -$80.4K -1,369 -19%
FC
1806
Forte Capital
New York
$344K +$89.9K +1,530 +35%
PP
1807
Pacifica Partners
Canada
$344K +$119K +2,034 +53%
VCAM
1808
Van Cleef Asset Management
Ohio
$344K -$54.6K -930 -14%
AWAG
1809
ARS Wealth Advisors Group
Florida
$342K – – –
HWM
1810
Hemington Wealth Management
Virginia
$342K -$128K -2,175 -27%
LEA
1811
Legacy Edge Advisors
New York
$341K +$22K +375 +7%
ADL
1812
Asset Dedication LLC
California
$341K – – –
GWM
1813
Gray Wealth Management
Maine
$341K -$12.2K -208 -3%
ACM
1814
Advance Capital Management
Michigan
$339K – – –
MW
1815
Maia Wealth
Colorado
$339K +$328K +5,580 New
RFG
1816
REAP Financial Group
Texas
$338K – – –
ACI
1817
Alpha Cubed Investments
California
$338K +$57K +970 +20%
AWM
1818
Avaii Wealth Management
Wisconsin
$337K – – –
FA
1819
Fountainhead AM
New Jersey
$337K -$120K -2,035 -26%
BSA
1820
Bull Street Advisors
Georgia
$336K – – –
PIFP
1821
Partners in Financial Planning
Virginia
$336K +$352 +6 +0.1%
FAM
1822
Family Asset Management
South Carolina
$335K -$59 -1 -0%
AWM
1823
Aberdeen Wealth Management
Illinois
$335K – – –
AO
1824
Advisor OS
Illinois
$335K -$60.7K -1,034 -15%
GCA
1825
Gradient Capital Advisors
California
$334K – – –
71 72
73
74 75