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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1851
Segment Wealth Management
Texas
$312K – – –
SP
1852
Successful Portfolios
Florida
$312K -$24.1K -411 -7%
SW
1853
SkyOak Wealth
Michigan
$312K – – –
FP
1854
Financial Perspectives
Minnesota
$311K -$4.99K -85 -2%
MSWMA
1855
Market Street Wealth Management Advisors
Indiana
$311K -$24.7K -420 -7%
SWRP
1856
Summit Wealth & Retirement Planning
California
$309K – – –
EA
1857
Ellsworth Advisors
Ohio
$306K +$470 +8 +0.2%
MAV
1858
Mason & Associates (Virginia)
Virginia
$306K +$307K +5,223 New
EFG
1859
Ehrlich Financial Group
California
$305K -$402K -6,841 -57%
AA
1860
Addison Advisors
Vermont
$304K +$77.3K +1,315 +34%
CFO
1861
Custos Family Office
Texas
$304K +$352 +6 +0.1%
NCM
1862
Noesis Capital Mangement
Florida
$304K +$32K +545 +12%
LA
1863
LVW Advisors
New York
$303K +$63.4K +1,080 +26%
AWA
1864
Acorn Wealth Advisors
Michigan
$303K +$352 +6 +0.1%
BO
1865
Bank OZK
Arkansas
$302K -$7.64K -130 -2%
WIP
1866
WealthCare Investment Partners
Rhode Island
$302K +$28.1K +478 +10%
GLA
1867
Great Lakes Advisors
Illinois
$302K +$303K +5,165 New
NW
1868
Naviter Wealth
Arkansas
$301K +$302K +5,147 New
BP
1869
BCK Partners
New York
$301K -$4.11K -70 -1%
MPW
1870
Monterey Private Wealth
California
$298K -$17K -290 -5%
CDH
1871
Charles D. Hyman
$298K – – –
NIM
1872
Northeast Investment Management
Massachusetts
$297K +$29.4K +500 +11%
LGW
1873
Leslie Global Wealth
Illinois
$297K +$298K +5,073 New
AA
1874
Aufman Associates
Pennsylvania
$295K – – –
JJBC
1875
James J. Burns & Company
New York
$295K +$295K +5,025 New
73 74
75
76 77