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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
HPA
2276
High Probability Advisors
New York
$295K – – –
CMI
2277
Clare Market Investments
Texas
$295K -$7.34K -100 -3%
PWPS
2278
Pinnacle Wealth Planning Services
Ohio
$294K -$7.41K -101 -3%
LWM
2279
Liberty Wealth Management
California
$293K – – –
BFA
2280
Beacon Financial Advisory
Ohio
$293K +$17.6K +240 +7%
LSL
2281
Legacy Solutions LLC
Pennsylvania
$292K +$44.7K +609 +19%
PD
2282
Planning Directions
Pennsylvania
$292K +$33.2K +453 +14%
ORC
2283
O'Rourke & Company
Massachusetts
$292K +$73 +1 +0%
4WM
2284
4J Wealth Management
Virginia
$289K -$43.1K -588 -14%
HCM
2285
Hall Capital Management
Rhode Island
$289K – – –
3FI
2286
3 Factor Indexing
California
$289K – – –
SW
2287
SteelPeak Wealth
California
$288K +$12.5K +171 +5%
TWM
2288
Topsail Wealth Management
North Carolina
$288K +$220 +3 +0.1%
GIM
2289
Gold Investment Management
Alberta, Canada
$287K – – –
GSF
2290
Grove Street Fiduciary
New Hampshire
$287K – – –
ECA
2291
Elevated Capital Advisors
Utah
$286K +$734 +10 +0.3%
VHAM
2292
Van Hulzen Asset Management
California
$284K – – –
W
2293
WPWealth
Texas
$283K +$1.03K +14 +0.4%
SA
2294
SPWM Advisors
Michigan
$282K +$660 +9 +0.2%
OCPWS
2295
One Charles Private Wealth Services
Massachusetts
$281K +$268K +3,650 New
CAM
2296
Covenant Asset Management
New Jersey
$281K – – –
QFP
2297
Quantum Financial Partners
Kansas
$281K +$267K +3,639 New
SFG
2298
Shum Financial Group
California
$280K – – –
IPW
2299
Inlet Private Wealth
Florida
$280K -$23.1K -315 -8%
WFAG
2300
Worth Financial Advisory Group
North Carolina
$279K +$266K +3,620 New
90 91
92
93 94