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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1901
Asset Dedication LLC
California
$371K +$32.3K +520 +9%
AWM
1902
Abound Wealth Management
Tennessee
$371K +$82.1K +1,322 +26%
MHIC
1903
Marble Harbor Investment Counsel
Massachusetts
$370K – – –
AIC
1904
Archer Investment Corporation
Indiana
$368K +$62 +1 +0%
JPMIA
1905
J.P. Marvel Investment Advisors
Massachusetts
$367K – – –
SIG
1906
Stonegate Investment Group
Alabama
$366K +$113K +1,814 +41%
LMKC
1907
L.M. Kohn & Company
Ohio
$365K -$8.13K -131 -2%
AA
1908
Ashford Advisors
New York
$365K – – –
W
1909
WPWealth
Texas
$364K – – –
PWP
1910
Phillips Wealth Planners
Mississippi
$364K +$19.1K +308 +5%
RFG
1911
Range Financial Group
Oregon
$364K +$6.27K +101 +2%
MCM
1912
Morton Capital Management
California
$364K +$6.64K +107 +2%
ACI
1913
Alpha Cubed Investments
California
$363K +$15.8K +255 +4%
SFP
1914
Sandbox Financial Partners
Maryland
$362K -$8.37M -134,733 -96%
TFA
1915
Teamwork Financial Advisors
Texas
$361K -$539K -8,682 -58%
PIA
1916
Pollock Investment Advisors
Michigan
$360K – – –
FGG
1917
Financial Guidance Group
Florida
$360K +$15.5K +250 +4%
FA
1918
Fountainhead AM
New Jersey
$360K +$30.6K +492 +9%
FB
1919
First Bancorp
Maine
$360K – – –
LWMI
1920
Legacy Wealth Management (Idaho)
Idaho
$359K +$382K +6,152 New
NAS
1921
NWF Advisory Services
California
$359K -$138K -2,230 -27%
RRCM
1922
Rappaport Reiches Capital Management
Illinois
$358K -$31.7K -510 -8%
EF
1923
Envision Financial
Wisconsin
$357K -$122K -1,965 -24%
AL
1924
ADE LLC
Maryland
$356K +$62 +1 +0%
MHWM
1925
Montz Harcus Wealth Management
Louisiana
$355K +$932 +15 +0.2%
75 76
77
78 79