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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2101
Nelson Capital Management
California
$330K – – –
BAM
2102
Bosun Asset Management
Illinois
$330K – – –
VAM
2103
Virtue Asset Management
Illinois
$328K – – –
TCM
2104
TD Capital Management
Tennessee
$328K +$1.38K +21 +0.4%
WFA
2105
Wells Financial Advisors
Massachusetts
$327K -$215K -3,285 -40%
HWM
2106
HFR Wealth Management
New York
$326K – – –
SWM
2107
SHP Wealth Management
Massachusetts
$326K +$323K +4,936 New
LCWP
2108
Legacy Capital Wealth Partners
Arkansas
$326K +$68.7K +1,049 +27%
SAW
2109
Signal Advisors Wealth
Michigan
$325K -$122K -1,867 -27%
JJBC
2110
James J. Burns & Company
New York
$325K -$2.03K -31 -0.6%
BO
2111
Bank OZK
Arkansas
$324K – – –
FMTC
2112
Farmers & Merchants Trust Company
California
$323K – – –
TFM
2113
TFC Financial Management
Massachusetts
$322K -$49.5K -756 -13%
OWP
2114
Obermeyer Wealth Partners
Colorado
$322K -$3.27K -50 -1%
VCM
2115
Versant Capital Management
Arizona
$321K – – –
APW
2116
Axim Planning & Wealth
Ohio
$320K +$9.11K +139 +3%
JWBC
2117
John W. Brooker & Co
California
$319K +$131 +2 +0%
LDB
2118
Lee, Danner & Bass
Tennessee
$319K – – –
GWA
2119
Gratus Wealth Advisors
Virginia
$318K +$66 +1 +0%
MM
2120
Main Management
California
$318K – – –
CFG
2121
Cassilly Financial Group
Maryland
$318K +$315K +4,812 New
FIM
2122
Freedom Investment Management
Connecticut
$317K -$21.6K -330 -6%
MSS
2123
Mitchell Sinkler & Starr
Pennsylvania
$317K – – –
BDPWM
2124
Barnes Dennig Private Wealth Management
Ohio
$317K +$56.9K +868 +22%
LWMI
2125
Legacy Wealth Management (Idaho)
Idaho
$317K -$18.5K -283 -6%
83 84
85
86 87