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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2001
Liberty Wealth Management
California
$223K -$10.7K -182 -5%
SWM
2002
Sterling Wealth Management
Illinois
$222K -$28.5K -485 -11%
MGIA
2003
Matthew Goff Investment Advisor
Texas
$222K – – –
BDF
2004
Black Diamond Financial
Maryland
$222K +$223K +3,790 New
RCM
2005
RMR Capital Management
California
$221K – – –
AP
2006
Americana Partners
Texas
$220K +$221K +3,755 New
BPC
2007
Banque Pictet & Cie
Switzerland
$219K – – –
HCM
2008
Hall Capital Management
Rhode Island
$219K – – –
TWM
2009
Trueblood Wealth Management
Ohio
$219K +$5.29K +90 +2%
EWA
2010
Emergent Wealth Advisors
New York
$219K +$19.7K +336 +10%
GIM
2011
Gold Investment Management
Alberta, Canada
$218K – – –
ORC
2012
O'Rourke & Company
Massachusetts
$218K – – –
MAP
2013
Moody Aldrich Partners
Massachusetts
$218K – – –
TIM
2014
Thor Investment Management
Ohio
$217K +$17.9K +305 +9%
SCP
2015
Shorepoint Capital Partners
Massachusetts
$215K +$216K +3,675 New
FF
2016
Francis Financial
$215K +$19.4K +331 +10%
MAG
2017
M3 Advisory Group
Massachusetts
$213K -$146K -2,482 -40%
ECA
2018
Elevated Capital Advisors
Utah
$213K -$18.8K -320 -8%
CWA
2019
Consilium Wealth Advisory
Texas
$213K – – –
PMSA
2020
Patrick M. Sweeney & Associates
Illinois
$213K – – –
IFS
2021
Ifrah Financial Services
Arkansas
$212K +$6.58K +112 +3%
VBWMG
2022
Von Berge Wealth Management Group
California
$212K – – –
BWP
2023
Balboa Wealth Partners
Arizona
$212K +$213K +3,627 New
BL
2024
BFSG LLC
California
$212K – – –
DC
2025
Darrow Company
Massachusetts
$211K – – –
79 80
81
82 83