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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
2001
McAdam LLC
Pennsylvania
$479K +$52.2K +712 +13%
SPW
2002
Signet Private Wealth
Illinois
$479K +$147 +2 +0%
OCWP
2003
Owl Creek Wealth Partners
Colorado
$477K +$23.3K +318 +5%
AFAS
2004
Acorn Financial Advisory Services
Virginia
$476K -$8.51K -116 -2%
PAM
2005
Prodigy Asset Management
Nebraska
$475K – – –
LA
2006
Latitude Advisors
Florida
$475K -$3.45K -47 -0.8%
CWM
2007
Collaborative Wealth Management
Florida
$473K -$44.5K -607 -9%
JLBC
2008
J.L. Bainbridge & Co
Florida
$473K – – –
OWMIAS
2009
One Wealth Management Investment & Advisory Services
Florida
$471K -$10.5K -143 -2%
AL
2010
ADE LLC
Maryland
$469K -$1.17K -16 -0.3%
WEG
2011
World Equity Group
Illinois
$469K +$2.27K +31 +0.5%
PFA
2012
Pinnacle Family Advisors
Missouri
$468K -$9.03K -123 -2%
CW
2013
Cornerstone Wealth
Tennessee
$463K +$73.4K +1,000 +20%
FA
2014
Fiduciary Alliance
South Carolina
$463K -$118K -1,610 -21%
MOACM
2015
Mutual of America Capital Management
New York
$463K +$171K +2,325 +63%
PSA
2016
Plum Street Advisors
Louisiana
$462K – – –
FA
2017
Faithward Advisors
Pennsylvania
$461K +$954 +13 +0.2%
GCG
2018
Gilbert Capital Group
Maine
$461K -$91.4K -1,245 -17%
SFG
2019
Sunburst Financial Group
Alabama
$459K -$3.67K -50 -0.8%
X
2020
Xponance
Pennsylvania
$458K -$190K -2,591 -30%
MEG
2021
Millstone Evans Group
Colorado
$457K -$28.4K -387 -6%
VAF
2022
Values Added Financial
District of Columbia
$456K – – –
FLP
2023
Financial Life Planners
Arizona
$454K -$14.4K -196 -3%
OPCM
2024
Osborne Partners Capital Management
California
$454K -$34.3K -467 -7%
LEA
2025
Legacy Edge Advisors
New York
$454K +$5.43K +74 +1%
79 80
81
82 83