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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2151
Liberty Wealth Management
California
$244K +$6.61K +103 +3%
SW
2152
SMART Wealth
Nebraska
$244K +$251K +3,916 New
IFS
2153
Ifrah Financial Services
Arkansas
$244K +$5.77K +90 +2%
JSA
2154
Jim Saulnier & Associates
Colorado
$243K – – –
MPW
2155
Magnolia Private Wealth
Pennsylvania
$243K +$250K +3,900 New
APWA
2156
Atlas Private Wealth Advisors
New Jersey
$242K +$257 +4 +0.1%
FWM
2157
Focused Wealth Management
New York
$242K +$834 +13 +0.3%
TBNY
2158
Trustco Bank (New York)
New York
$241K -$111K -1,736 -31%
CWS
2159
Cypress Wealth Services
California
$241K – – –
VBWMG
2160
Von Berge Wealth Management Group
California
$241K +$962 +15 +0.4%
SWG
2161
Summit Wealth Group
Vermont
$240K – – –
PPW
2162
Presilium Private Wealth
Pennsylvania
$240K +$1.22K +19 +0.5%
MCA
2163
Midwest Capital Advisors
Michigan
$240K +$247K +3,849 New
PCS
2164
Private Client Services
Kentucky
$240K -$21.4K -334 -8%
WFA
2165
Wade Financial Advisory
California
$239K – – –
AOWM
2166
Alpha Omega Wealth Management
Virginia
$239K -$38.2K -595 -13%
SWM
2167
Sanctuary Wealth Management
Idaho
$239K +$44.6K +695 +22%
LSL
2168
Legacy Solutions LLC
Pennsylvania
$238K +$245K +3,826 New
FCM
2169
Fortis Capital Management
Washington
$237K -$7.57K -118 -3%
SCM
2170
Sheridan Capital Management
California
$237K +$244K +3,800 New
RCM
2171
RMR Capital Management
California
$236K – – –
RFA
2172
Register Financial Advisors
Georgia
$235K +$83.5K +1,302 +53%
MFWP
2173
Mosaic Family Wealth Partners
Missouri
$235K +$242K +3,773 New
RWA
2174
Roberts Wealth Advisors
California
$235K +$236K +3,675 New
FDCP
2175
Foster Dykema Cabot & Partners
Massachusetts
$234K -$98.8K -1,540 -29%
85 86
87
88 89