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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2076
Fingerlakes Wealth Management
New York
$350K +$5.96K +91 +2%
FFM
2077
Forum Financial Management
Illinois
$350K – – –
BF
2078
Brooklyn FI
New York
$348K +$34.5K +526 +11%
E
2079
Evansbrook
Illinois
$347K +$344K +5,255 New
HWP
2080
Hibernia Wealth Partners
Louisiana
$345K +$343K +5,234 New
ACM
2081
Absolute Capital Management
Pennsylvania
$345K -$607K -9,265 -64%
BBPWM
2082
Blue Bell Private Wealth Management
Pennsylvania
$344K – – –
LWCFA
2083
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$344K – – –
TWM
2084
TopTier Wealth Management
Wisconsin
$343K +$341K +5,204 New
WMA
2085
West Michigan Advisors
Michigan
$342K +$40.2K +614 +13%
JFGLC
2086
Johnson Financial Group LLC (Colorado)
Colorado
$342K +$339K +5,175 New
PPG
2087
Peak Planning Group
Colorado
$341K -$144K -2,193 -30%
LJAC
2088
L.J. Altfest & Co
New York
$341K +$8.38K +128 +3%
TCOTS
2089
Trust Company of the South
North Carolina
$340K +$108K +1,654 +47%
CPA
2090
Capital Performance Advisors
California
$339K +$337K +5,143 New
BKA
2091
Brick & Kyle Associates
Pennsylvania
$338K – – –
MAA
2092
Matrix Asset Advisors
New York
$337K -$33.6K -513 -9%
FAL
2093
Focused Alpha LLC
Colorado
$337K +$334K +5,101 New
SIC
2094
SJS Investment Consulting
Ohio
$336K +$11.9K +182 +4%
PIM
2095
Penobscot Investment Management
Massachusetts
$334K – – –
BFA
2096
Bluestem Financial Advisors
Illinois
$334K +$3.14K +48 +1%
CP
2097
Canopy Partners
Ohio
$333K -$10.2K -155 -3%
BFF
2098
Byrne Financial Freedom
Massachusetts
$333K +$66 +1 +0%
WPW
2099
Winthrop Partners - WNY
New York
$332K +$329K +5,030 New
C1AG
2100
Client 1st Advisory Group
Florida
$330K +$121K +1,844 +58%
82 83
84
85 86