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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2101
FSA Wealth Management
Massachusetts
$51K +$46.9K +925 New
APW
2102
Atlantic Private Wealth
North Carolina
$48.5K -$1.27K -25 -3%
IBOK
2103
Independence Bank of Kentucky
Kentucky
$48.5K – – –
AFWM
2104
Abich Financial Wealth Management
Virginia
$48.3K +$44.1K +870 New
SIS
2105
Sound Income Strategies
Florida
$47.7K +$20K +395 +85%
KWAG
2106
Kiely Wealth Advisory Group
North Carolina
$47.3K +$43.4K +855 New
HI
2107
Hoey Investments
Pennsylvania
$47.1K +$43.1K +850 New
BSWA
2108
Bromfield Sneider Wealth Advisors
Massachusetts
$44.5K – – –
CICI
2109
Capital Investment Counsel Inc
North Carolina
$43.5K – – –
IF
2110
Integrity Financial
Wyoming
$42.7K – – –
BAM
2111
Bellevue Asset Management
Washington
$41.6K – – –
BCMLT
2112
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.1K -$13.9K -275 -25%
DWA
2113
Dougherty Wealth Advisers
Minnesota
$40.5K – – –
WAG
2114
Wiser Advisor Group
Arizona
$39.2K +$35.8K +705 New
DCM
2115
Davidson Capital Management
Texas
$39.1K +$35.8K +705 New
HCP
2116
Hexagon Capital Partners
Arkansas
$38.6K +$10.1K +200 +40%
ICM
2117
Islay Capital Management
Texas
$38.2K +$28.9K +570 +475%
POIA
2118
Pin Oak Investment Advisors
Texas
$38K – – –
CCM
2119
Copeland Capital Management
Pennsylvania
$36.6K +$6.59K +130 +25%
RCM
2120
Rain Capital Management
Oregon
$36.2K +$254 +5 +0.8%
TWD
2121
True Wealth Design
Ohio
$34.6K – – –
LFA
2122
Legend Financial Advisors
Pennsylvania
$32.7K – – –
EA
2123
Evolution Advisers
Virginia
$31K – – –
KFO
2124
Kopp Family Office
Minnesota
$31K – – –
SIS
2125
Strategic Investment Solutions
Illinois
$30.8K -$1.75M -34,410 -98%
83 84
85
86 87