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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
1926
L.J. Altfest & Co
New York
$231K +$2.03K +40 +1%
PWM
1927
Praetorian Wealth Management
California
$230K +$211K +4,155 New
NCM
1928
Northwest Capital Management
Oregon
$230K +$3.8K +75 +2%
CWM
1929
Compass Wealth Management
Connecticut
$230K +$170K +3,360 +428%
MAM
1930
McLean Asset Management
Virginia
$229K -$43.4K -855 -17%
PIFP
1931
Partners in Financial Planning
Virginia
$229K +$1.27K +25 +0.6%
FFA
1932
Fi3 Financial Advisors
Indiana
$229K – – –
BBW
1933
Blue Barn Wealth
Utah
$228K -$507 -10 -0.2%
AAS
1934
Annex Advisory Services
Wisconsin
$228K +$208K +4,110 New
HIF
1935
Hill Island Financial
Michigan
$228K +$208K +4,105 New
DA
1936
Detalus Advisors
Missouri
$227K -$6.34K -125 -3%
WA
1937
Wealth Architects
California
$227K -$53.3K -1,050 -20%
PWM
1938
Paulson Wealth Management
Illinois
$225K -$99.7K -1,965 -33%
CIP
1939
Capital Insight Partners
Arizona
$225K -$10.1K -200 -5%
VWA
1940
Visionary Wealth Advisors
Illinois
$225K -$61.4K -1,210 -23%
CAM
1941
Clark Asset Management
New Hampshire
$224K -$115K -2,260 -36%
MGIA
1942
Matthew Goff Investment Advisor
Texas
$223K – – –
MAM
1943
Mainsail Asset Management
Alabama
$222K +$203K +4,000 New
FCM
1944
Fortis Capital Management
Washington
$220K -$54.5K -1,075 -21%
CI
1945
Ceera Investments
Texas
$220K +$202K +3,975 New
FWM
1946
Focused Wealth Management
New York
$220K -$160K -3,160 -44%
NAS
1947
NWF Advisory Services
California
$220K -$108K -2,135 -35%
DPW
1948
DiNuzzo Private Wealth
Pennsylvania
$220K +$201K +3,965 New
MCM
1949
Mengis Capital Management
Oregon
$220K +$201K +3,960 New
ECA
1950
Elevated Capital Advisors
Utah
$219K +$200K +3,950 New
76 77
78
79 80