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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
2326
Dynamic Wealth Strategies
California
$55.4K +$59K +950 New
LI
2327
LRI Investments
Florida
$55.1K +$18.6K +299 +46%
BA
2328
Ballast Advisors
Minnesota
$54.8K – – –
ACA
2329
Atlas Capital Advisors
Wyoming
$54.6K – – –
TAM
2330
Tucker Asset Management
Colorado
$54.4K – – –
MSWA
2331
Marshall & Sterling Wealth Advisors
New York
$52.4K +$9.38K +151 +20%
BIM
2332
Breakwater Investment Management
Washington
$52.2K +$54.6K +880 +5,867%
TC
2333
Truvestments Capital
Florida
$51.9K +$33.4K +538 +153%
BHWM
2334
Beaird Harris Wealth Management
Texas
$51.1K +$4.35K +70 +9%
RIA
2335
Realta Investment Advisors
Delaware
$49.9K -$186 -3 -0.3%
VBA
2336
von Borstel & Associates
Oregon
$49K +$52.2K +840 New
RF
2337
Roxbury Financial
New Jersey
$48K +$124 +2 +0.3%
APW
2338
Aventura Private Wealth
Florida
$46.2K +$5.03K +81 +11%
IF
2339
Integrity Financial
Wyoming
$45.2K +$8.38K +135 +21%
CIA
2340
Cape Investment Advisory
Georgia
$43.8K – – –
SWIM
2341
Smallwood Wealth Investment Management
New Jersey
$43.8K +$46.6K +750 New
SWC
2342
Spectrum Wealth Counsel
Indiana
$42.9K – – –
BDPWM
2343
Barnes Dennig Private Wealth Management
Ohio
$42.3K +$45K +725 New
KFP
2344
Keener Financial Planning
Texas
$42K – – –
AF
2345
Atala Financial
California
$41.4K – – –
OW
2346
Olistico Wealth
Oklahoma
$40.6K -$62.7K -1,010 -59%
WBC
2347
West Branch Capital
Massachusetts
$39.5K – – –
FIM
2348
FWL Investment Management
Texas
$38.8K – – –
DAM
2349
Delta Asset Management
Tennessee
$38.8K +$13K +210 +46%
WF
2350
Wayfinding Financial
Washington
$37K +$40.4K +650 New
92 93
94
95 96