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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2351
Planning Directions
Pennsylvania
$225K +$231K +3,333 New
TAM
2352
TCP Asset Management
Ohio
$225K – – –
LFGO
2353
Legacy Financial Group (Oklahoma)
Oklahoma
$224K -$2.91K -42 -1%
LCM
2354
Lazari Capital Management
California
$223K – – –
IFS
2355
Ifrah Financial Services
Arkansas
$223K -$45.3K -653 -17%
WSWA
2356
Warren Street Wealth Advisors
California
$222K – – –
TIM
2357
Thor Investment Management
Ohio
$222K – – –
ACM
2358
Aspen Capital Management
Idaho
$222K +$139 +2 +0.1%
FFO
2359
Fiduciary Family Office
Florida
$221K – – –
5NPW
2360
55 North Private Wealth
Florida
$221K +$139 +2 +0.1%
STCOSD
2361
Sageworth Trust Company of South Dakota
South Dakota
$221K – – –
CAGAS
2362
Capital Advisory Group Advisory Services
Minnesota
$221K -$4.73M -68,188 -95%
CWP
2363
Cyndeo Wealth Partners
Florida
$220K +$139 +2 +0.1%
IC
2364
Inscription Capital
Texas
$220K +$486 +7 +0.2%
PFA
2365
Pathway Financial Advisors
Vermont
$219K +$69 +1 +0%
AAS
2366
Annex Advisory Services
Wisconsin
$219K -$53.5K -771 -19%
GA
2367
GoalVest Advisory
New York
$219K -$24.3K -350 -10%
MWA
2368
Monograph Wealth Advisors
California
$218K – – –
ALWM
2369
Andrews Lucia Wealth Management
California
$218K – – –
CCM
2370
Cannon Capital Management
Utah
$217K – – –
AC
2371
Asio Capital
Kentucky
$217K – – –
CA
2372
Cornerstone Advisory
Maryland
$216K +$208 +3 +0.1%
BWP
2373
Baldwin Wealth Partners
Massachusetts
$216K – – –
BBFA
2374
Brindle & Bay Financial Advisors
Texas
$216K -$7.21K -104 -3%
AGP
2375
Aspire Growth Partners
Florida
$216K +$3.61K +52 +2%
93 94
95
96 97