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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2001
KFG Wealth Management
Indiana
$313K -$368K -6,261 -55%
BFF
2002
Byrne Financial Freedom
Massachusetts
$313K +$59 +1 +0%
X
2003
Xponance
Pennsylvania
$312K -$201K -3,430 -41%
TFM
2004
TFC Financial Management
Massachusetts
$312K -$50.4K -858 -15%
TCM
2005
TD Capital Management
Tennessee
$312K +$90.1K +1,535 +44%
BFA
2006
Bluestem Financial Advisors
Illinois
$311K – – –
NCM
2007
Nelson Capital Management
California
$310K +$294K +5,005 New
FM
2008
Family Management
New York
$310K +$22.1K +377 +8%
BAM
2009
Bosun Asset Management
Illinois
$310K – – –
APWA
2010
Atlas Private Wealth Advisors
New Jersey
$309K +$80.1K +1,364 +38%
FOR
2011
Family Office Research
Maryland
$308K -$27.6K -470 -9%
BO
2012
Bank OZK
Arkansas
$307K -$19.1K -325 -6%
JJBC
2013
James J. Burns & Company
New York
$307K +$528 +9 +0.2%
HWM
2014
HFR Wealth Management
New York
$306K – – –
JWM
2015
JFG Wealth Management
Colorado
$305K -$294 -5 -0.1%
LWM
2016
LongView Wealth Management
Georgia
$305K -$31.5K -536 -10%
WFAG
2017
Worth Financial Advisory Group
North Carolina
$304K – – –
FMTC
2018
Farmers & Merchants Trust Company
California
$304K – – –
LA
2019
Lifeworks Advisors
Michigan
$303K -$156K -2,651 -35%
RCP
2020
Rothschild Capital Partners
New York
$302K -$71.6K -1,219 -20%
APW
2021
Axim Planning & Wealth
Ohio
$302K +$34K +580 +14%
LDB
2022
Lee, Danner & Bass
Tennessee
$300K -$1.88K -32 -0.7%
MM
2023
Main Management
California
$299K – – –
JWBC
2024
John W. Brooker & Co
California
$299K -$1.36M -23,232 -83%
MSS
2025
Mitchell Sinkler & Starr
Pennsylvania
$298K +$24.9K +425 +10%
79 80
81
82 83