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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1826
Kenfarb & Co
Kentucky
$165K -$70.3K -1,415 -31%
GA
1827
GoalVest Advisory
New York
$165K +$112K +2,250 +250%
IWP
1828
Icon Wealth Partners
Texas
$162K – – –
HDIM
1829
Hanson & Doremus Investment Management
Vermont
$158K – – –
FBC
1830
Fairfield, Bush & Co
Connecticut
$151K -$63.4K -1,275 -31%
CLOS
1831
Compagnie Lombard Odier SCmA
Switzerland
$151K +$143K +2,880 New
SA
1832
SRH Advisors
Kansas
$146K – – –
4FG
1833
4Thought Financial Group
New York
$145K +$31.6K +635 +30%
CWP
1834
Concord Wealth Partners
Virginia
$144K +$6.96K +140 +5%
WWMSC
1835
Wagner Wealth Management (South Carolina)
South Carolina
$144K -$12.9K -260 -9%
OA
1836
Operose Advisors
Wisconsin
$138K +$497 +10 +0.4%
MIM
1837
MTM Investment Management
South Carolina
$138K -$28.3K -570 -18%
VWM
1838
Valley Wealth Managers
New Jersey
$136K -$1.24K -25 -1%
GKIM
1839
GW&K Investment Management
Massachusetts
$136K – – –
ECM
1840
Elgethun Capital Management
South Dakota
$135K +$128K +2,580 New
FA
1841
Fiduciary Alliance
South Carolina
$131K +$124K +2,495 New
SC
1842
Steph & Co
Wisconsin
$130K -$12.2K -245 -9%
EWP
1843
Elevation Wealth Partners
California
$128K -$6.71K -135 -5%
SHIM
1844
Stone House Investment Management
Pennsylvania
$126K – – –
BL
1845
Balentine LLC
Georgia
$126K -$10.9K -220 -8%
BC
1846
Barrett & Company
Rhode Island
$125K – – –
EAM
1847
Eukles Asset Management
Ohio
$124K +$2.98K +60 +3%
CTWM
1848
Cherry Tree Wealth Management
Minnesota
$123K +$117K +2,360 New
PAIM
1849
Punch & Associates Investment Management
Minnesota
$119K +$6.21K +125 +6%
DCM
1850
Disciplina Capital Management
Tennessee
$115K – – –
72 73
74
75 76