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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1976
Fingerlakes Wealth Management
New York
$340K +$9.77K +152 +3%
BBPWM
1977
Blue Bell Private Wealth Management
Pennsylvania
$340K – – –
CP
1978
Canopy Partners
Ohio
$339K – – –
TSW
1979
Thompson Siegel & Walmsley
Virginia
$339K +$2.89K +45 +0.9%
MEG
1980
Millstone Evans Group
Colorado
$336K – – –
FIM
1981
Freedom Investment Management
Connecticut
$335K -$15.3M -238,469 -98%
BKA
1982
Brick & Kyle Associates
Pennsylvania
$334K -$1.15M -17,875 -78%
LWMI
1983
Legacy Wealth Management (Idaho)
Idaho
$332K +$29.9K +466 +10%
PIM
1984
Penobscot Investment Management
Massachusetts
$331K – – –
MPM
1985
Meritage Portfolio Management
Kansas
$329K +$63K +981 +24%
BFF
1986
Byrne Financial Freedom
Massachusetts
$329K +$64 +1 +0%
KWM
1987
KFG Wealth Management
Indiana
$329K -$321 -5 -0.1%
LJAC
1988
L.J. Altfest & Co
New York
$329K -$66K -1,027 -17%
IBOK
1989
Independence Bank of Kentucky
Kentucky
$327K +$31.8K +495 +11%
BFA
1990
Bluestem Financial Advisors
Illinois
$327K – – –
CCC
1991
Compass Capital Corp
Massachusetts
$327K – – –
NCM
1992
Nelson Capital Management
California
$327K – – –
BAM
1993
Bosun Asset Management
Illinois
$326K – – –
ICM
1994
IMS Capital Management
Oregon
$326K -$65.5K -1,020 -17%
FOR
1995
Family Office Research
Maryland
$325K +$450 +7 +0.1%
VAM
1996
Virtue Asset Management
Illinois
$325K +$320K +4,975 New
LWCFA
1997
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$324K -$169K -2,635 -35%
GA
1998
Greenspring Advisors
Maryland
$323K +$318K +4,955 New
JJBC
1999
James J. Burns & Company
New York
$323K +$386 +6 +0.1%
TCM
2000
TD Capital Management
Tennessee
$323K -$5.4K -84 -2%
78 79
80
81 82