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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
2351
Evelyn Partners Asset Management
$62.6K +$61.7K +960 New
DWS
2352
Dynamic Wealth Strategies
California
$62K – – –
BA
2353
Ballast Advisors
Minnesota
$61.3K – – –
TAM
2354
Tucker Asset Management
Colorado
$60.8K -$5.14K -80 -8%
MSWA
2355
Marshall & Sterling Wealth Advisors
New York
$58.6K – – –
BIM
2356
Breakwater Investment Management
Washington
$58.4K – – –
POIA
2357
Pin Oak Investment Advisors
Texas
$52.8K -$852K -13,250 -94%
APW
2358
Aventura Private Wealth
Florida
$51.6K – – –
RF
2359
Roxbury Financial
New Jersey
$50.9K -$1.54K -24 -3%
TSMHT
2360
Thurston Springer Miller Herd & Titak
Indiana
$50.2K -$1.26M -19,607 -96%
CIA
2361
Cape Investment Advisory
Georgia
$48.9K – – –
SWIM
2362
Smallwood Wealth Investment Management
New Jersey
$48.9K – – –
KFP
2363
Keener Financial Planning
Texas
$47K -$6.11K -95 -11%
NFSG
2364
Newbridge Financial Services Group
Florida
$45.5K +$129 +2 +0.3%
AIM
2365
Access Investment Management
Georgia
$44.1K – – –
DAM
2366
Delta Asset Management
Tennessee
$43.4K – – –
VWM
2367
Vermillion Wealth Management
Minnesota
$43.4K +$1.03K +16 +2%
LI
2368
LRI Investments
Florida
$42.5K – – –
TWD
2369
True Wealth Design
Ohio
$40.8K – – –
MSFP
2370
Mark Sheptoff Financial Planning
Connecticut
$39.6K – – –
PFA
2371
Pathway Financial Advisers
Indiana
$38.7K +$38.1K +593 New
RCG
2372
Rock Creek Group
District of Columbia
$38.3K -$52.8K -821 -58%
NC
2373
North Capital
Utah
$37.3K +$20.9K +326 +133%
EA
2374
Evolution Advisers
Virginia
$37K – – –
ACA
2375
American Capital Advisory
Idaho
$36.7K – – –
93 94
95
96 97