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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2126
LJI Wealth Management
Indiana
$317K +$27.2K +415 +9%
NIM
2127
Northeast Investment Management
Massachusetts
$316K – – –
GWM
2128
Gibbs Wealth Management
Georgia
$316K – – –
SWM
2129
Steinberganna Wealth Management
New York
$316K +$1.18K +18 +0.4%
DBIA
2130
Dumont & Blake Investment Advisors
New Jersey
$315K +$66 +1 +0%
WP
2131
WealthPLAN Partners
Nebraska
$315K -$5.89K -90 -2%
MPM
2132
Meritage Portfolio Management
Kansas
$313K -$20K -306 -6%
ZIG
2133
Zuckerman Investment Group
Illinois
$313K – – –
CFP
2134
Cascade Financial Partners
California
$311K – – –
4A
2135
4Wealth Advisors
Illinois
$311K +$7.86K +120 +3%
EA
2136
Ellsworth Advisors
Ohio
$311K -$24.6K -376 -8%
TA
2137
TrueWealth Advisors
Alabama
$311K -$11.7K -178 -4%
RFA
2138
Resurgent Financial Advisors
Georgia
$309K -$5.11K -78 -2%
MFS
2139
Mattson Financial Services
Michigan
$309K +$2.88K +44 +0.9%
BFP
2140
Birchwood Financial Partners
Minnesota
$309K +$307K +4,680 New
GD
2141
Grandfield & Dodd
New York
$309K +$307K +4,680 New
IAS
2142
Integrity Advisory Solutions
Texas
$309K +$2.75K +42 +0.9%
MAWA
2143
Moss Adams Wealth Advisors
Washington
$308K -$54.8K -836 -15%
CCMI
2144
Creative Capital Management Investments
California
$308K -$5.96K -91 -2%
AA
2145
Apriem Advisors
California
$307K – – –
BPFA
2146
Barnes Pettey Financial Advisors
Mississippi
$306K +$19.8K +303 +7%
GP
2147
Geneva Partners
Wisconsin
$306K +$1.25K +19 +0.4%
FM
2148
Family Management
New York
$305K – – –
MCM
2149
Morton Capital Management
California
$305K +$262 +4 +0.1%
BWM
2150
BCGM Wealth Management
Indiana
$304K -$128K -1,952 -30%
84 85
86
87 88