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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
NLWP
2001
Next Level Wealth Planning
Idaho
$488K -$24.1K -329 -5%
PAA
2002
Peregrine Asset Advisers
Oregon
$487K -$11.4K -156 -2%
BTD
2003
BankPlus Trust Department
Mississippi
$486K – – –
MSWM
2004
Mowery & Schoenfeld Wealth Management
Illinois
$486K – – –
FA
2005
Fermata Advisors
California
$486K +$7.56K +103 +2%
MW
2006
Marrick Wealth
California
$486K +$59.6K +812 +15%
RCM
2007
Requisite Capital Management
Texas
$484K -$554K -7,550 -55%
AA
2008
Ashford Advisors
New York
$482K – – –
MAM
2009
Mystic Asset Management
Rhode Island
$482K -$7.34K -100 -2%
JBA
2010
Johnson Bixby & Associates
Washington
$481K -$24.4K -332 -5%
ML
2011
McAdam LLC
Pennsylvania
$479K +$52.2K +712 +13%
SPW
2012
Signet Private Wealth
Illinois
$479K +$147 +2 +0%
OCWP
2013
Owl Creek Wealth Partners
Colorado
$477K +$23.3K +318 +5%
AFAS
2014
Acorn Financial Advisory Services
Virginia
$476K -$8.51K -116 -2%
PAM
2015
Prodigy Asset Management
Nebraska
$475K – – –
LA
2016
Latitude Advisors
Florida
$475K -$3.45K -47 -0.8%
CWM
2017
Collaborative Wealth Management
Florida
$473K -$44.5K -607 -9%
JLBC
2018
J.L. Bainbridge & Co
Florida
$473K – – –
OWMIAS
2019
One Wealth Management Investment & Advisory Services
Florida
$471K -$10.5K -143 -2%
AL
2020
ADE LLC
Maryland
$469K -$1.17K -16 -0.3%
WEG
2021
World Equity Group
Illinois
$469K +$2.27K +31 +0.5%
PFA
2022
Pinnacle Family Advisors
Missouri
$468K -$9.03K -123 -2%
CW
2023
Cornerstone Wealth
Tennessee
$463K +$73.4K +1,000 +20%
FA
2024
Fiduciary Alliance
South Carolina
$463K -$118K -1,610 -21%
MOACM
2025
Mutual of America Capital Management
New York
$463K +$171K +2,325 +63%
79 80
81
82 83