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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1826
Cigna Investments
Connecticut
– -$955K -17,800 Closed
IWS
1827
Insight Wealth Strategies
California
– -$904K -16,850 Closed
EPWM
1828
Essex Private Wealth Management
Massachusetts
– -$805K -15,000 Closed
NLP
1829
Next Level Private
New York
– -$727K -13,540 Closed
HT
1830
HighTower Trust
Texas
– -$675K -12,580 Closed
FC
1831
Fulcrum Capital
Washington
– -$648K -12,080 Closed
IFS
1832
Intelligent Financial Strategies
Minnesota
– -$617K -11,490 Closed
BP
1833
BBR Partners
New York
– -$603K -11,245 Closed
FPOC
1834
Financial Planners of Cleveland
Ohio
– -$583K -10,855 Closed
BHTS
1835
Bar Harbor Trust Services
Maine
– -$498K -9,285 Closed
QC
1836
Quent Capital
New York
– -$458K -8,535 Closed
SFG
1837
Sowa Financial Group
Rhode Island
– -$456K -8,495 Closed
FANJ
1838
Financial Architects (New Jersey)
New Jersey
– -$435K -8,100 Closed
BRA
1839
Biechele Royce Advisors
Indiana
– -$374K -7,575 Closed
WA
1840
Wealth Architects
California
– -$402K -7,495 Closed
SAM
1841
Strategy Asset Managers
California
– -$398K -7,415 Closed
SF
1842
Safeguard Financial
Wisconsin
– -$396K -7,370 Closed
FFA
1843
Freedman Financial Associates
Massachusetts
– -$380K -7,040 Closed
RPSA
1844
Richard P. Slaughter Associates
Texas
– -$335K -6,260 Closed
JWM
1845
JGP Wealth Management
Oregon
– -$315K -6,045 Closed
WAM
1846
WealthTrust Asset Management
Florida
– -$318K -5,920 Closed
CWM
1847
CMH Wealth Management
New Hampshire
– -$313K -5,825 Closed
EWP
1848
Engrave Wealth Partners
Texas
– -$312K -5,815 Closed
FA
1849
Fermata Advisors
California
– -$311K -5,790 Closed
SW
1850
SkyOak Wealth
Michigan
– -$305K -5,680 Closed
72 73
74
75 76