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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2076
Concord Wealth Partners
Virginia
$274K +$352 +6 +0.1%
CAMV
2077
Concord Asset Management (Virginia)
Virginia
$274K +$260K +4,421 New
TFA
2078
Teamwork Financial Advisors
Texas
$274K -$104K -1,764 -29%
VCM
2079
Versant Capital Management
Arizona
$274K +$100K +1,710 +63%
DJSG
2080
D.J. St. Germain
Massachusetts
$272K -$8.63K -147 -3%
BBW
2081
Blue Barn Wealth
Utah
$272K +$17.8K +303 +7%
MS
2082
Madden Securities
Texas
$271K – – –
HDIM
2083
Hanson & Doremus Investment Management
Vermont
$271K – – –
IHWM
2084
Iron Horse Wealth Management
Iowa
$269K – – –
PPW
2085
Presilium Private Wealth
Pennsylvania
$269K +$3.64K +62 +1%
DWM
2086
Denver Wealth Management
Colorado
$268K +$10.9K +185 +4%
PMSA
2087
Patrick M. Sweeney & Associates
Illinois
$267K – – –
CLP
2088
Charis Legacy Partners
Texas
$267K – – –
FRA
2089
Frank Rimerman Advisors
California
$267K – – –
ARA
2090
Alexander Randolph Advisory
Virginia
$264K – – –
FAM
2091
Flaharty Asset Management
Florida
$263K – – –
WWG
2092
West Wealth Group
California
$263K +$246K +4,191 New
AFA
2093
Alpha Financial Advisors
North Carolina
$262K -$59 -1 -0%
CB
2094
Chris Bulman
California
$261K – – –
CRI
2095
Colonial River Investments
Virginia
$261K +$4.23K +72 +2%
FA
2096
Fiduciary Alliance
South Carolina
$261K -$48.8K -831 -17%
RLIM
2097
Red Lighthouse Investment Management
New York
$260K – – –
GA
2098
GSG Advisors
New Jersey
$260K +$763 +13 +0.3%
AOWM
2099
Alpha Omega Wealth Management
Virginia
$259K – – –
SWG
2100
Summit Wealth Group
Vermont
$259K +$19.5K +333 +9%
82 83
84
85 86