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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
2001
Berkeley Capital Partners
Georgia
$432K – – –
OPCM
2002
Osborne Partners Capital Management
California
$429K -$48.9K -705 -10%
AA
2003
Auxano Advisors
Washington
$429K +$14.4K +208 +3%
MAM
2004
Mystic Asset Management
Rhode Island
$428K – – –
MHIC
2005
Marble Harbor Investment Counsel
Massachusetts
$428K – – –
MEG
2006
Millstone Evans Group
Colorado
$427K -$9.3K -134 -2%
BTD
2007
BankPlus Trust Department
Mississippi
$426K – – –
MSWM
2008
Mowery & Schoenfeld Wealth Management
Illinois
$425K -$163K -2,343 -27%
JPMIA
2009
J.P. Marvel Investment Advisors
Massachusetts
$425K – – –
AFAS
2010
Acorn Financial Advisory Services
Virginia
$425K -$53.9K -777 -11%
OWMIAS
2011
One Wealth Management Investment & Advisory Services
Florida
$423K -$17.7K -255 -4%
AA
2012
Ashford Advisors
New York
$422K – – –
SPW
2013
Signet Private Wealth
Illinois
$419K +$58.3K +841 +16%
LA
2014
Latitude Advisors
Florida
$419K +$31.9K +460 +8%
FWM
2015
Foguth Wealth Management
Michigan
$419K +$162K +2,334 +71%
FA
2016
Fermata Advisors
California
$418K -$832 -12 -0.2%
PFA
2017
Pinnacle Family Advisors
Missouri
$418K +$10.3K +149 +2%
CG
2018
Cynosure Group
Utah
$417K -$101K -1,457 -19%
PAM
2019
Prodigy Asset Management
Nebraska
$416K – – –
DJSG
2020
D.J. St. Germain
Massachusetts
$416K +$123K +1,767 +40%
IWP
2021
IAG Wealth Partners
Wisconsin
$415K -$1.25K -18 -0.3%
JLBC
2022
J.L. Bainbridge & Co
Florida
$414K +$4.23K +61 +1%
SGFG
2023
Silver Grove Financial Group
New York
$414K -$461K -6,639 -52%
IBOK
2024
Independence Bank of Kentucky
Kentucky
$414K -$1.04K -15 -0.2%
RFA
2025
Rollins Financial Advisors
New York
$414K +$14.2K +205 +3%
79 80
81
82 83