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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2001
HFR Wealth Management
New York
$322K – – –
OWP
2002
Obermeyer Wealth Partners
Colorado
$322K +$25.1K +390 +9%
JWM
2003
JFG Wealth Management
Colorado
$321K – – –
SIC
2004
SJS Investment Consulting
Ohio
$321K +$234K +3,645 +287%
BO
2005
Bank OZK
Arkansas
$320K -$2.96K -46 -0.9%
FMTC
2006
Farmers & Merchants Trust Company
California
$319K – – –
SP
2007
Sequent Planning
Nebraska
$319K +$22.6K +352 +8%
TA
2008
TrueWealth Advisors
Alabama
$319K +$11.4K +178 +4%
VCM
2009
Versant Capital Management
Arizona
$318K +$29.4K +458 +10%
WP
2010
WealthPLAN Partners
Nebraska
$317K -$13.6K -211 -4%
AWMM
2011
Aegis Wealth Management (Maryland)
Maryland
$317K – – –
JWBC
2012
John W. Brooker & Co
California
$316K +$10.6K +165 +4%
LDB
2013
Lee, Danner & Bass
Tennessee
$315K – – –
MM
2014
Main Management
California
$315K – – –
GWA
2015
Gratus Wealth Advisors
Virginia
$315K -$86.7K -1,349 -22%
MSS
2016
Mitchell Sinkler & Starr
Pennsylvania
$314K – – –
PPW
2017
Presilium Private Wealth
Pennsylvania
$314K +$30.8K +479 +11%
TWM
2018
Tripletail Wealth Management
Florida
$313K +$1.22K +19 +0.4%
NIM
2019
Northeast Investment Management
Massachusetts
$313K – – –
EA
2020
Ellsworth Advisors
Ohio
$312K -$24.4K -379 -7%
CST
2021
Charles Schwab Trust
Nevada
$312K +$4.5K +70 +1%
SWM
2022
Steinberganna Wealth Management
New York
$311K +$306K +4,768 New
DBIA
2023
Dumont & Blake Investment Advisors
New Jersey
$311K +$64 +1 +0%
RFA
2024
Resurgent Financial Advisors
Georgia
$311K +$450 +7 +0.1%
CCMI
2025
Creative Capital Management Investments
California
$310K – – –
79 80
81
82 83