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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
2001
O'Rourke & Company
Massachusetts
$227K – – –
EAM
2002
Empirical Asset Management
Massachusetts
$227K +$5.72K +101 +3%
CWA
2003
Canvas Wealth Advisors
Kansas
$227K +$227K +4,010 New
GIM
2004
Gold Investment Management
Alberta, Canada
$226K – – –
MAP
2005
Moody Aldrich Partners
Massachusetts
$226K – – –
W
2006
WorthPointe
California
$225K -$45K -794 -18%
CPCP
2007
Cedar Point Capital Partners
Iowa
$223K -$1.13K -20 -0.5%
VBWMG
2008
Von Berge Wealth Management Group
California
$222K -$3.34K -59 -2%
TWM
2009
Trueblood Wealth Management
Ohio
$222K -$906 -16 -0.4%
CAM
2010
Covenant Asset Management
New Jersey
$221K – – –
SFS
2011
Sharp Financial Services
Pennsylvania
$221K +$206K +3,636 New
CWA
2012
Consilium Wealth Advisory
Texas
$221K -$72.2K -1,275 -26%
PMSA
2013
Patrick M. Sweeney & Associates
Illinois
$221K – – –
CVA
2014
Central Valley Advisors
California
$221K +$340 +6 +0.2%
BL
2015
BFSG LLC
California
$220K – – –
FCM
2016
Fortis Capital Management
Washington
$220K -$20.4K -360 -9%
DC
2017
Darrow Company
Massachusetts
$219K – – –
AFWM
2018
Abich Financial Wealth Management
Virginia
$219K +$155K +2,730 +314%
CB
2019
CNB Bank
Pennsylvania
$218K – – –
AWM
2020
Aries Wealth Management
Maine
$218K +$203K +3,585 New
OFG
2021
Orcam Financial Group
California
$217K +$203K +3,580 New
EP
2022
EPIQ Partners
Minnesota
$217K +$202K +3,575 New
PSIWM
2023
Paradigm Strategies in Wealth Management
Minnesota
$217K +$202K +3,570 New
CPSAC
2024
Chas P. Smith & Associates (CPS)
Florida
$217K +$202K +3,565 New
WW
2025
Westshore Wealth
California
$217K +$202K +3,565 New
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