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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1876
LVW Advisors
New York
$347K +$24.1K +400 +8%
DWA
1877
Douglass Winthrop Advisors
New York
$346K +$81.4K +1,350 +32%
SAM
1878
Strategy Asset Managers
California
$346K +$270K +4,472 +412%
LEA
1879
Legacy Edge Advisors
New York
$346K -$16.6K -275 -5%
BWP
1880
Bernardo Wealth Planning
Pennsylvania
$345K +$1.81K +30 +0.6%
HFO
1881
Heritage Family Offices
Arizona
$343K -$3.32K -55 -1%
BCM
1882
BTC Capital Management
Iowa
$342K +$42.8K +710 +15%
CCFM
1883
Clear Creek Financial Management
Washington
$342K -$45K -747 -12%
SVCP
1884
Silicon Valley Capital Partners
California
$341K +$1.27K +21 +0.4%
DJSG
1885
D.J. St. Germain
Massachusetts
$340K -$32.9K -546 -9%
ES
1886
Eagle Strategies
New York
$340K +$5.13K +85 +2%
PD
1887
Planning Directions
Pennsylvania
$338K +$1.27K +21 +0.4%
TSW
1888
Thompson Siegel & Walmsley
Virginia
$338K +$93K +1,543 +40%
SP
1889
Successful Portfolios
Florida
$338K +$5.25K +87 +2%
HWM
1890
Hohimer Wealth Management
Washington
$337K -$6.93K -115 -2%
PIM
1891
Penobscot Investment Management
Massachusetts
$337K +$326K +5,400 New
GHAM
1892
Gilman Hill Asset Management
Connecticut
$333K – – –
SWM
1893
Segment Wealth Management
Texas
$333K – – –
MSG
1894
Main Street Group
Virginia
$333K -$145K -2,406 -31%
SW
1895
SkyOak Wealth
Michigan
$332K – – –
TW
1896
Transform Wealth
Colorado
$331K -$72.9K -1,209 -19%
FP
1897
Financial Perspectives
Minnesota
$331K – – –
FDCP
1898
Foster Dykema Cabot & Partners
Massachusetts
$330K +$204K +3,375 +175%
JPWM
1899
Jamison Private Wealth Management
Georgia
$330K +$54.7K +907 +21%
RCM
1900
Requisite Capital Management
Texas
$329K +$318K +5,275 New
74 75
76
77 78