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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FAL
2026
Focused Alpha LLC
Colorado
$454K +$55.3K +754 +15%
EF
2027
Envision Financial
Wisconsin
$452K – – –
CCM
2028
Cloud Capital Management
Washington
$451K +$430K +5,862 New
PC
2029
Port Capital
Illinois
$449K +$427K +5,819 New
PWP
2030
Phillips Wealth Planners
Mississippi
$448K -$20.8K -284 -5%
LWM
2031
Level Wealth Management
North Carolina
$448K +$73 +1 +0%
ACB
2032
Aristotle Capital Boston
Massachusetts
$448K +$419K +5,717 +6,352%
ACM
2033
Advance Capital Management
Michigan
$447K +$20.7K +282 +5%
LAA
2034
Liberty Atlantic Advisors
Texas
$446K +$425K +5,786 New
LFA
2035
Legacy Financial Advisors
Kentucky
$446K -$20.2K -275 -5%
4A
2036
4Wealth Advisors
Illinois
$444K +$18.9K +258 +5%
HFRG
2037
Houlihan Financial Resource Group
Virginia
$444K – – –
BTW
2038
Boston Trust Walden
Massachusetts
$444K +$19.4K +264 +5%
FI
2039
FWG Investments
Kentucky
$443K -$64.2K -875 -13%
MSFS
2040
Main Street Financial Solutions
Pennsylvania
$442K -$9.1K -124 -2%
AWM
2041
Aberdeen Wealth Management
Illinois
$441K – – –
OA
2042
Oxbow Advisors
Texas
$441K +$420K +5,725 New
NW
2043
Naviter Wealth
Arkansas
$440K +$419K +5,710 New
CCM
2044
Chilton Capital Management
Texas
$440K – – –
APG
2045
Abacus Planning Group
South Carolina
$440K +$35.6K +485 +9%
CNBOF
2046
City National Bank of Florida
Florida
$439K -$126K -1,721 -23%
CWM
2047
Cherrydale Wealth Management
New Jersey
$438K +$1.1K +15 +0.3%
CC
2048
Chicago Capital
Illinois
$438K -$98.5K -1,342 -19%
MCM
2049
Mainstream Capital Management
California
$437K -$8.51K -116 -2%
SCM
2050
Schnieders Capital Management
California
$437K – – –
80 81
82
83 84