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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1851
Level Financial Advisors
New York
$49K -$21.7K -425 -30%
FFA
1852
Fairfield Financial Advisors
Massachusetts
$48.1K -$22.7K -445 -31%
ACA
1853
Atlas Capital Advisors
Wyoming
$46.8K – – –
GA
1854
GoalVest Advisory
New York
$45K +$44.6K +875 +3,500%
LFA
1855
Legend Financial Advisors
Pennsylvania
$44K – – –
BSWA
1856
Bromfield Sneider Wealth Advisors
Massachusetts
$40.1K – – –
TCWA
1857
Ten Capital Wealth Advisors
Washington
$39.5K – – –
CWM
1858
Compass Wealth Management
Connecticut
$39.3K – – –
IBOK
1859
Independence Bank of Kentucky
Kentucky
$37.5K -$20.4K -400 -35%
BAM
1860
Bellevue Asset Management
Washington
$37.5K – – –
DWA
1861
Dougherty Wealth Advisers
Minnesota
$36.5K – – –
POIA
1862
Pin Oak Investment Advisors
Texas
$35K – – –
MAWA
1863
Moss Adams Wealth Advisors
Washington
$33.3K +$10.7K +210 +46%
IRC
1864
Investors Research Corp
Georgia
$33.3K – – –
RCM
1865
Rain Capital Management
Oregon
$32.3K – – –
TWD
1866
True Wealth Design
Ohio
$31.3K – – –
TFA
1867
Toth Financial Advisory
Virginia
$30.3K – – –
BCV
1868
Banque Cantonale Vaudoise
Switzerland
$30K -$26.7K -525 -47%
EA
1869
Evolution Advisers
Virginia
$28K – – –
KFO
1870
Kopp Family Office
Minnesota
$28K – – –
SIS
1871
Strategic Investment Solutions
Illinois
$27.8K +$28.3K +555 New
BAM
1872
Byrne Asset Management
New Jersey
$27K – – –
SIC
1873
SJS Investment Consulting
Ohio
$26.8K +$25.5K +500 +1,429%
WIM
1874
WealthPlan Investment Management
Nebraska
$25.5K -$1.28M -25,145 -98%
ACM
1875
Antonetti Capital Management
Florida
$25K -$19.1K -375 -43%
73 74
75
76 77