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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
1826
Piscataqua Savings Bank
New Hampshire
$169K – – –
MHR
1827
Matthew Hamilton Rosenberg
$167K – – –
KC
1828
Kenfarb & Co
Kentucky
$165K -$70.3K -1,415 -31%
GA
1829
GoalVest Advisory
New York
$165K +$112K +2,250 +250%
IWP
1830
Icon Wealth Partners
Texas
$162K – – –
HDIM
1831
Hanson & Doremus Investment Management
Vermont
$158K – – –
FBC
1832
Fairfield, Bush & Co
Connecticut
$151K -$63.4K -1,275 -31%
CLOS
1833
Compagnie Lombard Odier SCmA
Switzerland
$151K +$143K +2,880 New
SA
1834
SRH Advisors
Kansas
$146K – – –
4FG
1835
4Thought Financial Group
New York
$145K +$31.6K +635 +30%
CWP
1836
Concord Wealth Partners
Virginia
$144K +$6.96K +140 +5%
WWMSC
1837
Wagner Wealth Management (South Carolina)
South Carolina
$144K -$12.9K -260 -9%
OA
1838
Operose Advisors
Wisconsin
$138K +$497 +10 +0.4%
MIM
1839
MTM Investment Management
South Carolina
$138K -$28.3K -570 -18%
VWM
1840
Valley Wealth Managers
New Jersey
$136K -$1.24K -25 -1%
GKIM
1841
GW&K Investment Management
Massachusetts
$136K – – –
ECM
1842
Elgethun Capital Management
South Dakota
$135K +$128K +2,580 New
FA
1843
Fiduciary Alliance
South Carolina
$131K +$124K +2,495 New
SC
1844
Steph & Co
Wisconsin
$130K -$12.2K -245 -9%
EWP
1845
Elevation Wealth Partners
California
$128K -$6.71K -135 -5%
SHIM
1846
Stone House Investment Management
Pennsylvania
$126K – – –
BL
1847
Balentine LLC
Georgia
$126K -$10.9K -220 -8%
BC
1848
Barrett & Company
Rhode Island
$125K – – –
EAM
1849
Eukles Asset Management
Ohio
$124K +$2.98K +60 +3%
CTWM
1850
Cherry Tree Wealth Management
Minnesota
$123K +$117K +2,360 New
72 73
74
75 76