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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
2151
Everhart Financial Group
Ohio
$246K -$128 -2 -0.1%
LWM
2152
Liberty Wealth Management
California
$244K +$6.61K +103 +3%
SW
2153
SMART Wealth
Nebraska
$244K +$251K +3,916 New
IFS
2154
Ifrah Financial Services
Arkansas
$244K +$5.77K +90 +2%
JSA
2155
Jim Saulnier & Associates
Colorado
$243K – – –
MPW
2156
Magnolia Private Wealth
Pennsylvania
$243K +$250K +3,900 New
APWA
2157
Atlas Private Wealth Advisors
New Jersey
$242K +$257 +4 +0.1%
FWM
2158
Focused Wealth Management
New York
$242K +$834 +13 +0.3%
TBNY
2159
Trustco Bank (New York)
New York
$241K -$111K -1,736 -31%
CWS
2160
Cypress Wealth Services
California
$241K – – –
VBWMG
2161
Von Berge Wealth Management Group
California
$241K +$962 +15 +0.4%
SWG
2162
Summit Wealth Group
Vermont
$240K – – –
PPW
2163
Presilium Private Wealth
Pennsylvania
$240K +$1.22K +19 +0.5%
MCA
2164
Midwest Capital Advisors
Michigan
$240K +$247K +3,849 New
PCS
2165
Private Client Services
Kentucky
$240K -$21.4K -334 -8%
WFA
2166
Wade Financial Advisory
California
$239K – – –
AOWM
2167
Alpha Omega Wealth Management
Virginia
$239K -$38.2K -595 -13%
SWM
2168
Sanctuary Wealth Management
Idaho
$239K +$44.6K +695 +22%
LSL
2169
Legacy Solutions LLC
Pennsylvania
$238K +$245K +3,826 New
FCM
2170
Fortis Capital Management
Washington
$237K -$7.57K -118 -3%
SCM
2171
Sheridan Capital Management
California
$237K +$244K +3,800 New
RCM
2172
RMR Capital Management
California
$236K – – –
RFA
2173
Register Financial Advisors
Georgia
$235K +$83.5K +1,302 +53%
MFWP
2174
Mosaic Family Wealth Partners
Missouri
$235K +$242K +3,773 New
RWA
2175
Roberts Wealth Advisors
California
$235K +$236K +3,675 New
85 86
87
88 89