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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMM
2251
Aegis Wealth Management (Maryland)
Maryland
$257K -$62.2K -950 -20%
MPW
2252
Magnolia Private Wealth
Pennsylvania
$257K – – –
RA
2253
Rodgers & Associates
Pennsylvania
$257K – – –
FCIM
2254
Fairview Capital Investment Management
California
$257K – – –
CRI
2255
Colonial River Investments
Virginia
$257K +$10.7K +163 +4%
IPW
2256
Inlet Private Wealth
Florida
$256K – – –
SRWM
2257
Shira Ridge Wealth Management
California
$256K -$132K -2,014 -34%
LSL
2258
Legacy Solutions LLC
Pennsylvania
$256K +$131 +2 +0.1%
CF
2259
Collier Financial
Colorado
$255K +$13.4K +204 +6%
BBA
2260
Braun-Bostich & Associates
Pennsylvania
$255K +$22.3K +341 +10%
VWA
2261
Visionary Wealth Advisors
Illinois
$255K +$197 +3 +0.1%
BHB
2262
Bank Hapoalim BM
Israel
$254K – – –
AA
2263
Addison Advisors
Vermont
$254K -$10.2K -155 -4%
KWM
2264
Koa Wealth Management
California
$251K +$250K +3,809 New
BW
2265
Bravera Wealth
North Dakota
$251K +$249K +3,800 New
BFA
2266
Beacon Financial Advisory
Ohio
$250K -$44.2K -674 -15%
ORC
2267
O'Rourke & Company
Massachusetts
$249K +$262 +4 +0.1%
LWM
2268
LongView Wealth Management
Georgia
$249K -$1.31K -20 -0.6%
BC
2269
Burney Company
Virginia
$249K -$290K -4,423 -54%
ITC
2270
Inspire Trust Company
Nevada
$248K +$246K +3,761 New
NAG
2271
Northstar Advisory Group
New Jersey
$248K -$2.66M -40,552 -92%
ACM
2272
Andina Capital Management
Utah
$248K +$246K +3,755 New
HCM
2273
Hall Capital Management
Rhode Island
$248K – – –
DF
2274
Dunhill Financial
United Kingdom
$247K +$105K +1,604 +75%
TWM
2275
Topsail Wealth Management
North Carolina
$246K +$328 +5 +0.1%
89 90
91
92 93