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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2001
Fingerlakes Wealth Management
New York
$314K -$2.06K -35 -0.7%
KWM
2002
KFG Wealth Management
Indiana
$313K -$368K -6,261 -55%
BFF
2003
Byrne Financial Freedom
Massachusetts
$313K +$59 +1 +0%
X
2004
Xponance
Pennsylvania
$312K -$201K -3,430 -41%
TFM
2005
TFC Financial Management
Massachusetts
$312K -$50.4K -858 -15%
TCM
2006
TD Capital Management
Tennessee
$312K +$90.1K +1,535 +44%
BFA
2007
Bluestem Financial Advisors
Illinois
$311K – – –
NCM
2008
Nelson Capital Management
California
$310K +$294K +5,005 New
FM
2009
Family Management
New York
$310K +$22.1K +377 +8%
BAM
2010
Bosun Asset Management
Illinois
$310K – – –
APWA
2011
Atlas Private Wealth Advisors
New Jersey
$309K +$80.1K +1,364 +38%
FOR
2012
Family Office Research
Maryland
$308K -$27.6K -470 -9%
BO
2013
Bank OZK
Arkansas
$307K -$19.1K -325 -6%
JJBC
2014
James J. Burns & Company
New York
$307K +$528 +9 +0.2%
HWM
2015
HFR Wealth Management
New York
$306K – – –
JWM
2016
JFG Wealth Management
Colorado
$305K -$294 -5 -0.1%
LWM
2017
LongView Wealth Management
Georgia
$305K -$31.5K -536 -10%
WFAG
2018
Worth Financial Advisory Group
North Carolina
$304K – – –
FMTC
2019
Farmers & Merchants Trust Company
California
$304K – – –
LA
2020
Lifeworks Advisors
Michigan
$303K -$156K -2,651 -35%
RCP
2021
Rothschild Capital Partners
New York
$302K -$71.6K -1,219 -20%
APW
2022
Axim Planning & Wealth
Ohio
$302K +$34K +580 +14%
LDB
2023
Lee, Danner & Bass
Tennessee
$300K -$1.88K -32 -0.7%
MM
2024
Main Management
California
$299K – – –
JWBC
2025
John W. Brooker & Co
California
$299K -$1.36M -23,232 -83%
79 80
81
82 83