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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
2001
Millstone Evans Group
Colorado
$329K +$339K +5,284 New
RCM
2002
Requisite Capital Management
Texas
$329K – – –
CCC
2003
Compass Capital Corp
Massachusetts
$328K +$322K +5,015 New
EA
2004
Ellsworth Advisors
Ohio
$327K -$135K -2,102 -29%
HBT
2005
Hills Bank & Trust
Iowa
$327K +$68.5K +1,068 +26%
SMG
2006
Smart Money Group
Texas
$327K +$1.35K +21 +0.4%
TSW
2007
Thompson Siegel & Walmsley
Virginia
$326K -$11.9K -185 -3%
SAM
2008
Strategy Asset Managers
California
$326K -$21.2K -330 -6%
TFM
2009
Trademark Financial Management
Minnesota
$325K +$3.27K +51 +1%
WP
2010
WealthPLAN Partners
Nebraska
$325K -$46.6K -726 -12%
DJSG
2011
D.J. St. Germain
Massachusetts
$324K -$16.5K -257 -5%
AI
2012
Auour Investments
Massachusetts
$323K – – –
GWM
2013
Gibbs Wealth Management
Georgia
$322K +$27.5K +429 +9%
ICMM
2014
Integrated Capital Management (Michigan)
Michigan
$322K +$332K +5,171 New
NW
2015
Naviter Wealth
Arkansas
$321K – – –
BBPWM
2016
Blue Bell Private Wealth Management
Pennsylvania
$320K +$20.8K +325 +7%
FOR
2017
Family Office Research
Maryland
$317K +$327K +5,095 New
MAV
2018
Mason & Associates (Virginia)
Virginia
$317K -$6.93K -108 -2%
RIS
2019
Richmond Investment Services
Wisconsin
$317K +$326K +5,083 New
CCP
2020
Clarity Capital Partners
California
$316K +$93.4K +1,456 +40%
LWM
2021
LJI Wealth Management
Indiana
$316K +$56.6K +882 +21%
SVCP
2022
Silicon Valley Capital Partners
California
$315K -$26.8K -418 -8%
4WM
2023
4J Wealth Management
Virginia
$314K +$192 +3 +0.1%
RFA
2024
Resurgent Financial Advisors
Georgia
$314K +$3.53K +55 +1%
BFF
2025
Byrne Financial Freedom
Massachusetts
$314K +$323K +5,038 New
79 80
81
82 83