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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
1826
Vishria Bird Financial Group
Tennessee
$217K – – –
SW
1827
SkyOak Wealth
Michigan
$216K – – –
RWS
1828
Resolute Wealth Strategies
Mississippi
$215K -$13.1K -250 -5%
FFM
1829
Forum Financial Management
Illinois
$215K -$3.41K -65 -1%
FRA
1830
Frank Rimerman Advisors
California
$214K – – –
AWA
1831
Aletheian Wealth Advisors
Washington
$214K -$2.62K -50 -1%
CIP
1832
Capital Insight Partners
Arizona
$212K – – –
CPSAC
1833
Chas P. Smith & Associates (CPS)
Florida
$212K +$223K +4,255 New
GP
1834
Geneva Partners
Wisconsin
$212K +$14.9K +285 +7%
CB
1835
CNB Bank
Pennsylvania
$212K +$222K +4,245 New
CMI
1836
Clare Market Investments
Texas
$211K +$221K +4,225 New
DA
1837
Detalus Advisors
Missouri
$211K -$1.83K -35 -0.8%
RLIM
1838
Red Lighthouse Investment Management
New York
$209K – – –
CAM
1839
Covenant Asset Management
New Jersey
$206K – – –
FFA
1840
Fi3 Financial Advisors
Indiana
$206K +$217K +4,135 New
GG
1841
Golden Green
South Carolina
$206K -$1.57K -30 -0.7%
LJAC
1842
L.J. Altfest & Co
New York
$206K -$5.24K -100 -2%
BBW
1843
Blue Barn Wealth
Utah
$206K -$7.34K -140 -3%
GSC
1844
Ground Swell Capital
South Carolina
$205K +$215K +4,110 New
PIFP
1845
Partners in Financial Planning
Virginia
$205K – – –
CCM
1846
Chilton Capital Management
Texas
$204K – – –
RCM
1847
Raleigh Capital Management
North Carolina
$204K +$215K +4,095 New
DT
1848
Daniels + Tansey
Delaware
$204K -$23.8M -454,255 -99%
GIA
1849
Goodwin Investment Advisory
Georgia
$204K -$30.7K -585 -13%
CWM
1850
Chemistry Wealth Management
New York
$204K +$11.5K +220 +6%
72 73
74
75 76