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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1976
Tradition Wealth Management
Minnesota
$451K +$20.5K +295 +5%
PAM
1977
Peak Asset Management
Colorado
$451K -$41.6K -600 -8%
NLWP
1978
Next Level Wealth Planning
Idaho
$450K -$26.8K -386 -5%
FI
1979
FWG Investments
Kentucky
$447K -$18.9K -272 -4%
FPH
1980
Financial Planning Hawaii
Hawaii
$447K -$60.7K -875 -12%
EFN
1981
Equita Financial Network
Pennsylvania
$446K -$396K -5,709 -46%
FM
1982
Foster & Motley
Ohio
$445K +$10.1K +145 +2%
FB
1983
First Bancorp
Maine
$444K -$12.1K -175 -3%
SP
1984
Successful Portfolios
Florida
$444K -$5.9K -85 -1%
JBA
1985
Johnson Bixby & Associates
Washington
$444K +$208 +3 +0%
MFP
1986
Meridian Financial Partners
Virginia
$443K – – –
CF
1987
Claris Financial
Virginia
$443K +$416 +6 +0.1%
AP
1988
Americana Partners
Texas
$442K +$211K +3,040 +87%
SWA
1989
Strategies Wealth Advisors
Michigan
$442K -$22K -317 -5%
DWM
1990
Dopkins Wealth Management
New York
$441K – – –
TL
1991
Tradewinds LLC
North Carolina
$441K +$21.3K +307 +5%
AGC
1992
August Group Capital
$441K +$1.11K +16 +0.2%
TSW
1993
Thompson Siegel & Walmsley
Virginia
$441K +$45.1K +650 +11%
KPP
1994
Kings Path Partners
Texas
$441K – – –
CWP
1995
CFM Wealth Partners
Texas
$439K -$114K -1,643 -20%
PAA
1996
Peregrine Asset Advisers
Oregon
$437K – – –
SEM
1997
Strategic Equity Management
Arizona
$437K – – –
MSG
1998
Main Street Group
Virginia
$436K +$25K +360 +6%
EDRH
1999
Edmond de Rothschild Holding
Switzerland
$435K +$47.2K +681 +12%
IWP
2000
Integrity Wealth Partners
California
$433K +$444K +6,405 New
78 79
80
81 82