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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CPL
2376
Capital & Planning LLC
Georgia
$45.2K +$46.5K +725 New
KFP
2377
Keener Financial Planning
Texas
$45K +$17.6K +275 +60%
AF
2378
Atala Financial
California
$44.2K +$45.5K +710 New
APW
2379
Aventura Private Wealth
Florida
$44.2K +$45.5K +710 New
PFA
2380
Pathway Financial Advisers
Indiana
$44K +$37.8K +589 +499%
WBC
2381
West Branch Capital
Massachusetts
$42.2K -$23.4K -365 -35%
FIM
2382
FWL Investment Management
Texas
$41.4K – – –
LI
2383
LRI Investments
Florida
$40.2K – – –
IF
2384
Integrity Financial
Wyoming
$39.9K +$641 +10 +2%
TWD
2385
True Wealth Design
Ohio
$38.9K – – –
RCM
2386
Raleigh Capital Management
North Carolina
$37.6K +$192 +3 +0.5%
NWWA
2387
New Wave Wealth Advisors
Arkansas
$36.6K +$37.6K +587 New
GK
2388
Graney & King
New York
$35.3K +$36.4K +567 New
EA
2389
Evolution Advisers
Virginia
$35K – – –
SIS
2390
Strategic Investment Solutions
Illinois
$34.6K – – –
MSFP
2391
Mark Sheptoff Financial Planning
Connecticut
$34.6K +$3.21K +50 +10%
SFC
2392
SYM Financial Corp
Indiana
$34.5K – – –
EWA
2393
Elevate Wealth Advisory
Georgia
$33.6K – – –
CWM
2394
CarsonAllaria Wealth Management
Illinois
$33.6K +$30.7K +478 +784%
CSPIA
2395
Cary Street Partners Investment Advisory
Virginia
$33.6K -$5.81M -90,597 -99%
HCP
2396
Hexagon Capital Partners
Arkansas
$33.3K -$834 -13 -2%
BAM
2397
Bellevue Asset Management
Washington
$31.2K – – –
DWA
2398
Dougherty Wealth Advisers
Minnesota
$31.2K – – –
WAG
2399
Wiser Advisor Group
Arizona
$29.7K +$64 +1 +0.2%
MFS
2400
Mattson Financial Services
Michigan
$29.7K +$4.55K +71 +18%
94 95
96
97 98