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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1876
Kenfarb & Co
Kentucky
$138K -$21K -400 -13%
CWP
1877
Concord Wealth Partners
Virginia
$137K – – –
WWMSC
1878
Wagner Wealth Management (South Carolina)
South Carolina
$137K – – –
DCM
1879
Disciplina Capital Management
Tennessee
$135K +$27.5K +525 +24%
HDIM
1880
Hanson & Doremus Investment Management
Vermont
$133K -$18.3K -350 -12%
MIM
1881
MTM Investment Management
South Carolina
$131K – – –
VWM
1882
Valley Wealth Managers
New Jersey
$130K – – –
ECM
1883
Elgethun Capital Management
South Dakota
$128K – – –
CAM
1884
Chesapeake Asset Management
New York
$128K +$32K +610 +31%
EAM
1885
Eukles Asset Management
Ohio
$122K +$3.41K +65 +3%
BC
1886
Barrett & Company
Rhode Island
$119K – – –
RAM
1887
Ramirez Asset Management
New York
$118K +$124K +2,375 New
CTWM
1888
Cherry Tree Wealth Management
Minnesota
$118K – – –
SC
1889
Steph & Co
Wisconsin
$115K -$9.7K -185 -7%
EWP
1890
Elevation Wealth Partners
California
$115K -$6.81K -130 -5%
PP
1891
Pacifica Partners
Canada
$114K +$116K +2,215 +1,772%
JPWM
1892
Jamison Private Wealth Management
Georgia
$114K +$119K +2,280 New
VCM
1893
Versant Capital Management
Arizona
$110K -$79.9K -1,525 -41%
GFPC
1894
Global Financial Private Client
Florida
$108K +$28.8K +550 +33%
BA
1895
Ballast Advisors
Minnesota
$107K – – –
WB
1896
Webster Bank
Connecticut
$105K – – –
SFCL
1897
Strengthening Families & Communities LLC
Massachusetts
$104K – – –
SN
1898
Sittner & Nelson
Oregon
$104K – – –
WBC
1899
West Branch Capital
Massachusetts
$103K – – –
WIM
1900
Westside Investment Management
California
$102K – – –
74 75
76
77 78