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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1976
Boston Trust Walden
Massachusetts
$351K – – –
MSG
1977
Main Street Group
Virginia
$351K +$18.5K +289 +5%
SRWM
1978
Shira Ridge Wealth Management
California
$350K +$128 +2 +0%
FFM
1979
Forum Financial Management
Illinois
$350K -$43.9K -684 -11%
CFSG
1980
Community Financial Services Group
Vermont
$349K -$1.52M -23,631 -81%
GCA
1981
Gradient Capital Advisors
California
$349K -$6.93K -108 -2%
MWM
1982
McNaughton Wealth Management
California
$349K – – –
BO
1983
Bank OZK
Arkansas
$347K -$2.69K -42 -0.7%
SP
1984
Successful Portfolios
Florida
$346K +$8.27K +129 +2%
NIM
1985
Northeast Investment Management
Massachusetts
$346K +$30.5K +475 +9%
LEA
1986
Legacy Edge Advisors
New York
$345K – – –
CCFM
1987
Clear Creek Financial Management
Washington
$345K +$3.21K +50 +0.9%
FP
1988
Financial Perspectives
Minnesota
$344K +$13.7K +214 +4%
HFO
1989
Heritage Family Offices
Arizona
$344K +$321 +5 +0.1%
CWM
1990
Capital Wealth Management
Rhode Island
$339K -$23.7K -370 -6%
PIFP
1991
Partners in Financial Planning
Virginia
$338K -$20.6K -321 -6%
DCM
1992
Dimension Capital Management
Florida
$336K -$219K -3,420 -39%
PIM
1993
Penobscot Investment Management
Massachusetts
$336K – – –
BCM
1994
BTC Capital Management
Iowa
$336K -$6.03K -94 -2%
AWM
1995
Accredited Wealth Management
Kentucky
$336K +$346K +5,391 New
DHC
1996
Drum Hill Capital
Connecticut
$335K +$345K +5,375 New
GHAM
1997
Gilman Hill Asset Management
Connecticut
$333K – – –
SWM
1998
Segment Wealth Management
Texas
$333K – – –
FC
1999
Forte Capital
New York
$332K +$6.67K +104 +2%
TW
2000
Transform Wealth
Colorado
$332K +$513 +8 +0.2%
78 79
80
81 82