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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1801
Wealthcare Capital Management
Virginia
$497K -$200K -3,123 -28%
SEP
1802
Southland Equity Partners
Missouri
$496K -$6.99K -109 -1%
SFO
1803
Stokes Family Office
Louisiana
$496K -$9.94K -155 -2%
LFG
1804
Larson Financial Group
Missouri
$492K +$225K +3,512 +80%
LAM
1805
Lewis Asset Management
California
$491K -$19.9K -310 -4%
EBA
1806
Eagle Bay Advisors
New York
$490K +$496K +7,735 +5,950%
BW
1807
BIP Wealth
Georgia
$486K +$290K +4,528 +138%
AFG
1808
Albion Financial Group
Utah
$483K -$577 -9 -0.1%
DMC
1809
Drexel Morgan & Co
Pennsylvania
$483K – – –
PAM
1810
Peak Asset Management
Colorado
$483K – – –
AC
1811
Apella Capital
Connecticut
$482K +$79.7K +1,243 +19%
SHIM
1812
Stone House Investment Management
Pennsylvania
$481K -$107K -1,661 -18%
WMA
1813
Wealth Management Associates
New Jersey
$480K -$2.25K -35 -0.5%
SAM
1814
SP Asset Management
California
$480K +$705 +11 +0.1%
CPA
1815
Clear Point Advisors
New York
$478K +$2.44K +38 +0.5%
HBW
1816
Hazlett, Burt & Watson
West Virginia
$477K +$6.29K +98 +1%
FDW
1817
Fourth Dimension Wealth
Ohio
$475K +$489K +7,628 New
ITC
1818
Inspire Trust Company
Nevada
$475K – – –
CWM
1819
Collaborative Wealth Management
Florida
$475K -$60.9K -949 -11%
SSWM
1820
Smith Salley Wealth Management
North Carolina
$475K +$16K +250 +3%
FF
1821
Friedenthal Financial
New Jersey
$474K -$1.35K -21 -0.3%
OFS
1822
OneAscent Financial Services
Alabama
$473K +$486K +7,583 New
C
1823
Certuity
Florida
$473K -$506K -7,885 -51%
WCP
1824
Wealthcare Capital Partners
Pennsylvania
$470K +$484K +7,540 New
PWM
1825
Paulson Wealth Management
Illinois
$469K -$8.66K -135 -2%
71 72
73
74 75