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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCP
2126
Cedar Point Capital Partners
Iowa
$203K +$197K +3,261 New
VAMG
2127
Voisard Asset Management Group
Michigan
$203K – – –
BP
2128
BBR Partners
New York
$202K +$195K +3,239 New
MWA
2129
Monograph Wealth Advisors
California
$201K +$195K +3,231 New
CFA
2130
Camarda Financial Advisors
Florida
$201K -$11.5M -191,147 -98%
RA
2131
Rodgers & Associates
Pennsylvania
$201K +$195K +3,230 New
SPWM
2132
Schrum Private Wealth Management
Florida
$201K +$195K +3,226 New
CMI
2133
Clare Market Investments
Texas
$201K +$194K +3,225 New
FDS
2134
Freedom Day Solutions
Texas
$201K +$194K +3,220 New
DC
2135
DeDora Capital
California
$200K +$194K +3,212 New
WCAMG
2136
Woodard & Company Asset Management Group
North Carolina
$200K -$2.71K -45 -1%
GA
2137
GoalVest Advisory
New York
$196K – – –
SWM
2138
Sanctuary Wealth Management
Idaho
$195K – – –
PSB
2139
Piscataqua Savings Bank
New Hampshire
$193K +$41K +680 +28%
HC
2140
Hoese & Co
Minnesota
$193K – – –
CWM
2141
Compass Wealth Management
Connecticut
$193K – – –
MHR
2142
Matthew Hamilton Rosenberg
$187K -$12.1K -200 -6%
AGWCA
2143
Annis Gardner Whiting Capital Advisors
Florida
$185K – – –
BWP
2144
Baldwin Wealth Partners
Massachusetts
$178K -$15.4K -255 -8%
CJ
2145
Caitlin John
Michigan
$173K +$2.59K +43 +2%
WWMSC
2146
Wagner Wealth Management (South Carolina)
South Carolina
$172K – – –
DCM
2147
Disciplina Capital Management
Tennessee
$169K -$2.2M -36,546 -93%
VCM
2148
Versant Capital Management
Arizona
$168K – – –
BCMLT
2149
Beacon Capital Management LLC (Tennessee)
Tennessee
$167K +$109K +1,809 +209%
HFS
2150
Hantz Financial Services
Michigan
$166K +$161K +2,667 New
84 85
86
87 88