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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
4FG
2001
4Thought Financial Group
New York
$190K +$32K +630 +23%
TCM
2002
TD Capital Management
Tennessee
$189K +$2.54K +50 +1%
T
2003
Tidemark
California
$188K +$172K +3,390 New
SA
2004
Scarborough Advisors
Maryland
$185K -$3.56M -70,150 -95%
IWA
2005
Icon Wealth Advisors
Texas
$185K +$169K +3,340 New
GWSG
2006
GPS Wealth Strategies Group
Colorado
$183K -$20.3K -400 -11%
VAMG
2007
Voisard Asset Management Group
Michigan
$180K +$165K +3,255 New
PSB
2008
Piscataqua Savings Bank
New Hampshire
$179K – – –
MHR
2009
Matthew Hamilton Rosenberg
$177K – – –
GA
2010
GoalVest Advisory
New York
$175K – – –
CPG
2011
Cornerstone Planning Group
New Jersey
$174K -$89.5K -1,765 -36%
ODG
2012
O'Dell Group
Ohio
$172K +$157K +3,105 New
SIC
2013
SJS Investment Consulting
Ohio
$169K +$92.6K +1,825 +148%
JPWM
2014
Jamison Private Wealth Management
Georgia
$169K +$39.1K +770 +34%
FUBT
2015
First United Bank & Trust
Maryland
$162K +$148K +2,925 New
SWM
2016
Sanctuary Wealth Management
Idaho
$160K +$147K +2,890 New
CLOS
2017
Compagnie Lombard Odier SCmA
Switzerland
$160K – – –
CWP
2018
Concord Wealth Partners
Virginia
$158K +$5.07K +100 +4%
RFA
2019
Register Financial Advisors
Georgia
$157K -$34.7K -685 -19%
JWM
2020
Janiczek Wealth Management
Colorado
$154K -$30.2K -595 -18%
WWMSC
2021
Wagner Wealth Management (South Carolina)
South Carolina
$153K – – –
VCM
2022
Versant Capital Management
Arizona
$152K +$27.1K +535 +24%
DCM
2023
Disciplina Capital Management
Tennessee
$150K – – –
HDIM
2024
Hanson & Doremus Investment Management
Vermont
$148K – – –
MIM
2025
MTM Investment Management
South Carolina
$146K – – –
79 80
81
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