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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
2101
Independence Bank of Kentucky
Kentucky
$48.5K – – –
AFWM
2102
Abich Financial Wealth Management
Virginia
$48.3K +$44.1K +870 New
SIS
2103
Sound Income Strategies
Florida
$47.7K +$20K +395 +85%
KWAG
2104
Kiely Wealth Advisory Group
North Carolina
$47.3K +$43.4K +855 New
HI
2105
Hoey Investments
Pennsylvania
$47.1K +$43.1K +850 New
BSWA
2106
Bromfield Sneider Wealth Advisors
Massachusetts
$44.5K – – –
CICI
2107
Capital Investment Counsel Inc
North Carolina
$43.5K – – –
IF
2108
Integrity Financial
Wyoming
$42.7K – – –
BAM
2109
Bellevue Asset Management
Washington
$41.6K – – –
BCMLT
2110
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.1K -$13.9K -275 -25%
DWA
2111
Dougherty Wealth Advisers
Minnesota
$40.5K – – –
WAG
2112
Wiser Advisor Group
Arizona
$39.2K +$35.8K +705 New
DCM
2113
Davidson Capital Management
Texas
$39.1K +$35.8K +705 New
HCP
2114
Hexagon Capital Partners
Arkansas
$38.6K +$10.1K +200 +40%
ICM
2115
Islay Capital Management
Texas
$38.2K +$28.9K +570 +475%
POIA
2116
Pin Oak Investment Advisors
Texas
$38K – – –
CCM
2117
Copeland Capital Management
Pennsylvania
$36.6K +$6.59K +130 +25%
RCM
2118
Rain Capital Management
Oregon
$36.2K +$254 +5 +0.8%
TWD
2119
True Wealth Design
Ohio
$34.6K – – –
LFA
2120
Legend Financial Advisors
Pennsylvania
$32.7K – – –
EA
2121
Evolution Advisers
Virginia
$31K – – –
KFO
2122
Kopp Family Office
Minnesota
$31K – – –
SIS
2123
Strategic Investment Solutions
Illinois
$30.8K -$1.75M -34,410 -98%
BAM
2124
Byrne Asset Management
New Jersey
$30.5K – – –
EPW
2125
Evergreen Private Wealth
Colorado
$30.5K +$27.9K +550 New
83 84
85
86 87