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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2126
WealthPlan Investment Management
Nebraska
$246K +$233K +3,971 New
DPW
2127
DiNuzzo Private Wealth
Pennsylvania
$246K – – –
MCM
2128
Mengis Capital Management
Oregon
$246K -$11.3K -192 -5%
SWRP
2129
Summit Wealth & Retirement Planning
California
$245K – – –
CCG
2130
Coastwise Capital Group
California
$245K -$17K -289 -7%
SA
2131
Strategic Advisors
New York
$244K -$4.11K -70 -2%
DA
2132
Detalus Advisors
Missouri
$244K +$4.99K +85 +2%
RA
2133
Rodgers & Associates
Pennsylvania
$244K +$231K +3,927 New
IIA
2134
Integral Investment Advisors
California
$243K – – –
BAG
2135
Bridgewealth Advisory Group
California
$243K +$22.3K +380 +11%
CWS
2136
Cypress Wealth Services
California
$242K +$2.41K +41 +1%
JSA
2137
Jim Saulnier & Associates
Colorado
$242K – – –
MPW
2138
Magnolia Private Wealth
Pennsylvania
$242K – – –
FWM
2139
Focused Wealth Management
New York
$242K +$587 +10 +0.3%
IWA
2140
Icon Wealth Advisors
Texas
$242K +$10.3K +176 +5%
RBWA
2141
RFG - Bristol Wealth Advisors
Massachusetts
$241K +$229K +3,893 New
LCWP
2142
Legacy Capital Wealth Partners
Arkansas
$241K -$12.2K -207 -5%
LSL
2143
Legacy Solutions LLC
Pennsylvania
$240K +$235 +4 +0.1%
KHCM
2144
Kirtland Hills Capital Management
Ohio
$240K +$227K +3,869 New
VBWMG
2145
Von Berge Wealth Management Group
California
$237K +$646 +11 +0.3%
MSWMA
2146
Market Street Wealth Management Advisors
Indiana
$236K -$3.23K -55 -1%
HWA
2147
Heartwood Wealth Advisors
Virginia
$235K -$5.87K -100 -3%
GIM
2148
Gold Investment Management
Alberta, Canada
$234K – – –
FDCP
2149
Foster Dykema Cabot & Partners
Massachusetts
$233K – – –
SW
2150
SMART Wealth
Nebraska
$233K +$8.8K +150 +4%
84 85
86
87 88