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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1901
Heritage Financial Services
Massachusetts
$328K +$20.2K +335 +7%
FC
1902
Forte Capital
New York
$326K -$39.8K -660 -11%
OWM
1903
Orgel Wealth Management
Wisconsin
$325K +$21.1K +350 +7%
MAV
1904
Mason & Associates (Virginia)
Virginia
$324K -$1.21K -20 -0.4%
AA
1905
Addison Advisors
Vermont
$324K -$60 -1 -0%
GWSG
1906
GPS Wealth Strategies Group
Colorado
$324K +$75.6K +1,253 +32%
SMG
1907
Smart Money Group
Texas
$323K +$1.21K +20 +0.4%
AWA
1908
Acorn Wealth Advisors
Michigan
$323K +$543 +9 +0.2%
TFM
1909
Trademark Financial Management
Minnesota
$322K +$67.5K +1,120 +28%
NW
1910
Naviter Wealth
Arkansas
$321K – – –
BP
1911
BCK Partners
New York
$320K – – –
MPW
1912
Monterey Private Wealth
California
$318K +$302 +5 +0.1%
HWA
1913
Heritage Wealth Advisors
Virginia
$318K -$2.06M -34,078 -87%
NIM
1914
Northeast Investment Management
Massachusetts
$316K – – –
4WM
1915
4J Wealth Management
Virginia
$314K -$64.6K -1,072 -18%
AI
1916
Auour Investments
Massachusetts
$314K – – –
BKA
1917
Brick & Kyle Associates
Pennsylvania
$313K -$37.7K -625 -11%
BFA
1918
Bluestem Financial Advisors
Illinois
$312K – – –
JJBC
1919
James J. Burns & Company
New York
$312K -$1.45K -24 -0.5%
MFS
1920
Madrona Financial Services
Washington
$312K +$1.08K +18 +0.4%
BAM
1921
Bosun Asset Management
Illinois
$312K – – –
NCM
1922
Noesis Capital Mangement
Florida
$311K -$12.1K -200 -4%
QP
1923
Quartz Partners
New York
$311K +$301K +4,995 New
RFA
1924
Resurgent Financial Advisors
Georgia
$311K +$1.02K +17 +0.3%
GA
1925
Greenspring Advisors
Maryland
$309K – – –
75 76
77
78 79