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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2051
Presilium Private Wealth
Pennsylvania
$367K +$49.2K +751 +16%
VIPI
2052
Vista Investment Partners II
Indiana
$366K -$70.4K -1,075 -16%
AWM
2053
Avaii Wealth Management
Wisconsin
$365K -$8.91M -136,081 -96%
VCAM
2054
Van Cleef Asset Management
Ohio
$365K -$21.4K -327 -6%
LWM
2055
Level Wealth Management
North Carolina
$364K -$2.82K -43 -0.8%
BTW
2056
Boston Trust Walden
Massachusetts
$362K – – –
CFM
2057
Cornerstone Financial Management
Massachusetts
$362K +$359K +5,486 New
CLP
2058
Charis Legacy Partners
Texas
$360K – – –
CWM
2059
Capital Wealth Management
Rhode Island
$360K +$131 +2 +0%
PIFP
2060
Partners in Financial Planning
Virginia
$360K +$721 +11 +0.2%
ML
2061
McAdam LLC
Pennsylvania
$358K -$8.65K -132 -2%
PIA
2062
Pollock Investment Advisors
Michigan
$358K -$49.1K -750 -12%
ACM
2063
Advance Capital Management
Michigan
$357K +$1.57K +24 +0.4%
WMWM
2064
Whitaker-Myers Wealth Managers
Ohio
$357K -$29.6K -452 -8%
DCM
2065
Dimension Capital Management
Florida
$356K – – –
DHC
2066
Drum Hill Capital
Connecticut
$355K – – –
VPF
2067
Vantage Point Financial
Illinois
$355K -$2.03K -31 -0.6%
SPW
2068
Signet Private Wealth
Illinois
$354K +$352K +5,369 New
SP
2069
Sequent Planning
Nebraska
$354K +$30.7K +468 +10%
VCM
2070
Vivaldi Capital Management
Illinois
$353K -$786 -12 -0.2%
HCWM
2071
Hidden Cove Wealth Management
Washington
$352K – – –
SW
2072
SkyOak Wealth
Michigan
$351K – – –
CW
2073
Cedarwood Wealth
Colorado
$351K +$330K +5,040 New
RW
2074
RVW Wealth
California
$351K +$2.03K +31 +0.6%
PCS
2075
Private Client Services
Kentucky
$350K -$93.7K -1,431 -21%
81 82
83
84 85