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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1851
Icon Wealth Advisors
Texas
$365K +$130K +2,154 +58%
AWAG
1852
ARS Wealth Advisors Group
Florida
$364K – – –
SL
1853
Summitry LLC
California
$363K +$351K +5,823 New
GWM
1854
Gray Wealth Management
Maine
$363K +$121 +2 +0%
CWM
1855
Capital Wealth Management
Rhode Island
$363K -$45.2K -750 -11%
SA
1856
Strategic Advisors
New York
$362K -$314K -5,200 -47%
RFG
1857
REAP Financial Group
Texas
$360K – – –
HFRG
1858
Houlihan Financial Resource Group
Virginia
$359K +$347K +5,755 New
AWM
1859
Avaii Wealth Management
Wisconsin
$359K – – –
BSA
1860
Bull Street Advisors
Georgia
$358K – – –
PIFP
1861
Partners in Financial Planning
Virginia
$358K +$543 +9 +0.2%
FAM
1862
Family Asset Management
South Carolina
$357K -$181 -3 -0.1%
AWM
1863
Aberdeen Wealth Management
Illinois
$357K – – –
GCA
1864
Gradient Capital Advisors
California
$356K – – –
EFN
1865
Equita Financial Network
Pennsylvania
$354K -$297K -4,933 -46%
TF
1866
Trek Financial
Arizona
$354K -$22.9K -380 -6%
FA
1867
Fountainhead AM
New Jersey
$353K -$5.55K -92 -2%
CA
1868
Carson Advisory
Georgia
$352K +$60.6K +1,005 +22%
BTW
1869
Boston Trust Walden
Massachusetts
$351K +$8.74K +145 +3%
LWM
1870
Latko Wealth Management
Illinois
$351K +$339K +5,624 New
SRWM
1871
Shira Ridge Wealth Management
California
$350K +$13.1K +218 +4%
BO
1872
Bank OZK
Arkansas
$350K +$26.7K +443 +9%
TBNY
1873
Trustco Bank (New York)
New York
$349K – – –
MWM
1874
McNaughton Wealth Management
California
$349K – – –
FFO
1875
Fiduciary Family Office
Florida
$347K – – –
73 74
75
76 77