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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Sterling Wealth Management
Illinois
$222K -$28.5K -485 -11%
MGIA
2002
Matthew Goff Investment Advisor
Texas
$222K – – –
BDF
2003
Black Diamond Financial
Maryland
$222K +$223K +3,790 New
RCM
2004
RMR Capital Management
California
$221K – – –
AP
2005
Americana Partners
Texas
$220K +$221K +3,755 New
BPC
2006
Banque Pictet & Cie
Switzerland
$219K – – –
HCM
2007
Hall Capital Management
Rhode Island
$219K – – –
TWM
2008
Trueblood Wealth Management
Ohio
$219K +$5.29K +90 +2%
EWA
2009
Emergent Wealth Advisors
New York
$219K +$19.7K +336 +10%
GIM
2010
Gold Investment Management
Alberta, Canada
$218K – – –
ORC
2011
O'Rourke & Company
Massachusetts
$218K – – –
MAP
2012
Moody Aldrich Partners
Massachusetts
$218K – – –
TIM
2013
Thor Investment Management
Ohio
$217K +$17.9K +305 +9%
SCP
2014
Shorepoint Capital Partners
Massachusetts
$215K +$216K +3,675 New
FF
2015
Francis Financial
$215K +$19.4K +331 +10%
MAG
2016
M3 Advisory Group
Massachusetts
$213K -$146K -2,482 -40%
ECA
2017
Elevated Capital Advisors
Utah
$213K -$18.8K -320 -8%
CWA
2018
Consilium Wealth Advisory
Texas
$213K – – –
PMSA
2019
Patrick M. Sweeney & Associates
Illinois
$213K – – –
IFS
2020
Ifrah Financial Services
Arkansas
$212K +$6.58K +112 +3%
VBWMG
2021
Von Berge Wealth Management Group
California
$212K – – –
BWP
2022
Balboa Wealth Partners
Arizona
$212K +$213K +3,627 New
BL
2023
BFSG LLC
California
$212K – – –
DC
2024
Darrow Company
Massachusetts
$211K – – –
CB
2025
CNB Bank
Pennsylvania
$210K – – –
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