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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1926
Morton Capital Management
California
$382K +$257 +4 +0.1%
PSFG
1927
Park Square Financial Group
Georgia
$382K +$393K +6,125 New
MAM
1928
Mystic Asset Management
Rhode Island
$381K +$83.4K +1,300 +27%
AL
1929
ADE LLC
Maryland
$380K +$64 +1 +0%
LA
1930
LexAurum Advisors
Kansas
$379K -$22.1K -345 -5%
ESBC
1931
E.S. Barr & Co
Kentucky
$379K – – –
MHWM
1932
Montz Harcus Wealth Management
Louisiana
$379K +$1.41K +22 +0.4%
CST
1933
Charles Schwab Trust
Nevada
$378K -$14.8K -230 -4%
FA
1934
Faithward Advisors
Pennsylvania
$378K – – –
GFPC
1935
Global Financial Private Client
Florida
$376K – – –
AA
1936
Auxano Advisors
Washington
$375K +$1.67K +26 +0.4%
PSA
1937
Plum Street Advisors
Louisiana
$373K – – –
BAM
1938
BOS Asset Management
Illinois
$372K +$5.13K +80 +1%
HFS
1939
Heritage Financial Services
Massachusetts
$372K +$45.3K +707 +13%
ACI
1940
Alpha Cubed Investments
California
$372K +$1.99K +31 +0.5%
SW
1941
SkyOak Wealth
Michigan
$371K +$40.1K +625 +12%
WAL
1942
W Advisors LLC
Tennessee
$370K – – –
FGG
1943
Financial Guidance Group
Florida
$369K -$52.3K -815 -12%
LB
1944
Legacy Bridge
Iowa
$369K – – –
SWM
1945
Selective Wealth Management
Virginia
$368K -$55.3K -863 -13%
JC
1946
Jentner Corp
Ohio
$368K – – –
TFM
1947
TFC Financial Management
Massachusetts
$367K +$192 +3 +0.1%
OPCM
1948
Osborne Partners Capital Management
California
$367K – – –
PCM
1949
Princeton Capital Management
New Jersey
$367K – – –
LWM
1950
LongView Wealth Management
Georgia
$366K +$87.2K +1,360 +30%
76 77
78
79 80