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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2001
Blue Bell Private Wealth Management
Pennsylvania
$304K +$4.47K +72 +1%
CP
2002
Canopy Partners
Ohio
$303K +$32.4K +521 +11%
BHB
2003
Bank Hapoalim BM
Israel
$301K – – –
RFA
2004
Resurgent Financial Advisors
Georgia
$301K +$6.89K +111 +2%
NW
2005
Naviter Wealth
Arkansas
$300K – – –
FWM
2006
Fingerlakes Wealth Management
New York
$297K +$71.4K +1,149 +29%
RW
2007
RVW Wealth
California
$297K -$44.2K -712 -12%
RIS
2008
Richmond Investment Services
Wisconsin
$297K +$373 +6 +0.1%
AI
2009
Auour Investments
Massachusetts
$297K +$13.7K +220 +4%
BFF
2010
Byrne Financial Freedom
Massachusetts
$294K +$62 +1 +0%
FWI
2011
Facet Wealth Inc
Maryland
$294K -$40.6K -654 -12%
FA
2012
Fiduciary Alliance
South Carolina
$294K +$106K +1,702 +51%
NIM
2013
Northeast Investment Management
Massachusetts
$293K -$32.5K -523 -9%
BFA
2014
Bluestem Financial Advisors
Illinois
$293K – – –
BAM
2015
Bosun Asset Management
Illinois
$292K – – –
PIM
2016
Parker Investment Management
California
$292K +$310K +4,998 New
CCC
2017
Compass Capital Corp
Massachusetts
$291K – – –
4WM
2018
4J Wealth Management
Virginia
$290K -$4.1K -66 -1%
GA
2019
Greenspring Advisors
Maryland
$289K – – –
JJBC
2020
James J. Burns & Company
New York
$288K +$6.89K +111 +2%
HWM
2021
HFR Wealth Management
New York
$288K – – –
RBFC
2022
Roman Butler Fullerton & Co
Missouri
$288K +$325K +5,238 New
JWM
2023
JFG Wealth Management
Colorado
$288K -$2.17K -35 -0.7%
MPW
2024
Monterey Private Wealth
California
$288K +$1.49K +24 +0.5%
WFAG
2025
Worth Financial Advisory Group
North Carolina
$286K -$1.24K -20 -0.4%
79 80
81
82 83