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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
1926
First National Bank & Trust Co of Newtown
Pennsylvania
$308K – – –
JWM
1927
JFG Wealth Management
Colorado
$307K – – –
WFAG
1928
Worth Financial Advisory Group
North Carolina
$307K -$34.7K -575 -10%
WG
1929
Welch Group
Alabama
$306K +$362 +6 +0.1%
LA
1930
LPF Advisors
Florida
$304K – – –
ARA
1931
Alexander Randolph Advisory
Virginia
$304K – – –
CFO
1932
Custos Family Office
Texas
$304K -$19.1K -316 -6%
VPP
1933
Vertex Planning Partners
Illinois
$304K – – –
LDB
1934
Lee, Danner & Bass
Tennessee
$301K – – –
MM
1935
Main Management
California
$301K – – –
AWM
1936
Abound Wealth Management
Tennessee
$301K +$6.51K +108 +2%
ACM
1937
Advance Capital Management
Michigan
$300K -$58.9K -977 -17%
MAM
1938
Mystic Asset Management
Rhode Island
$300K – – –
BBPWM
1939
Blue Bell Private Wealth Management
Pennsylvania
$300K +$130K +2,162 +81%
DBIA
1940
Dumont & Blake Investment Advisors
New Jersey
$297K -$290K -4,810 -50%
CRI
1941
Commonwealth Retirement Investments
Virginia
$296K – – –
SFS
1942
Symphony Financial Services
Ohio
$296K +$188K +3,111 +87%
OWM
1943
OneAscent Wealth Management
Alabama
$296K +$287K +4,756 New
GWM
1944
Gibbs Wealth Management
Georgia
$296K +$286K +4,746 New
AFP
1945
Alpha Financial Partners
Kentucky
$295K -$5.91M -97,966 -95%
EFG
1946
Ehrlich Financial Group
California
$295K -$28.5K -472 -9%
ZIG
1947
Zuckerman Investment Group
Illinois
$295K -$8.74K -145 -3%
WMA
1948
West Michigan Advisors
Michigan
$294K +$21.3K +354 +8%
RCM
1949
Radnor Capital Management
Pennsylvania
$294K +$284K +4,715 New
MSWMA
1950
Market Street Wealth Management Advisors
Indiana
$292K -$37.6K -623 -12%
76 77
78
79 80