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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
1976
O'Rourke & Company
Massachusetts
$207K +$189K +3,730 New
FA
1977
Fermata Advisors
California
$207K +$189K +3,730 New
GIM
1978
Gold Investment Management
Alberta, Canada
$206K +$189K +3,725 New
MAP
1979
Moody Aldrich Partners
Massachusetts
$206K +$189K +3,725 New
NRC
1980
New Republic Capital
North Carolina
$205K -$45.1K -890 -19%
SCA
1981
Stonebridge Capital Advisors
Minnesota
$205K -$39.3K -775 -17%
CPCP
1982
Cedar Point Capital Partners
Iowa
$204K +$187K +3,685 New
TWM
1983
Trueblood Wealth Management
Ohio
$203K +$186K +3,670 New
PPW
1984
Presilium Private Wealth
Pennsylvania
$203K -$403K -7,945 -68%
VBWMG
1985
Von Berge Wealth Management Group
California
$203K +$189K +3,720 New
SIMG
1986
Sonora Investment Management Group
Arizona
$202K +$185K +3,645 New
CM
1987
Columbus Macro
Pennsylvania
$202K +$185K +3,645 New
CAM
1988
Covenant Asset Management
New Jersey
$202K -$25.4K -500 -12%
PMSA
1989
Patrick M. Sweeney & Associates
Illinois
$201K +$184K +3,635 New
EAM
1990
Empirical Asset Management
Massachusetts
$201K +$184K +3,630 New
CVA
1991
Central Valley Advisors
California
$201K +$184K +3,625 New
GKIM
1992
GW&K Investment Management
Massachusetts
$201K +$15.5K +305 +9%
BL
1993
BFSG LLC
California
$201K +$184K +3,620 New
ML
1994
McAdam LLC
Pennsylvania
$200K +$183K +3,615 New
DC
1995
Darrow Company
Massachusetts
$200K +$183K +3,610 New
CB
1996
CNB Bank
Pennsylvania
$199K -$33K -650 -15%
CJ
1997
Caitlin John
Michigan
$195K +$178K +3,515 New
PCTC
1998
Perkins Coie Trust Company
Washington
$192K – – –
4FG
1999
4Thought Financial Group
New York
$190K +$32K +630 +23%
TCM
2000
TD Capital Management
Tennessee
$189K +$2.54K +50 +1%
78 79
80
81 82