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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PSA
2026
Plum Street Advisors
Louisiana
$462K – – –
FA
2027
Faithward Advisors
Pennsylvania
$461K +$954 +13 +0.2%
GCG
2028
Gilbert Capital Group
Maine
$461K -$91.4K -1,245 -17%
SFG
2029
Sunburst Financial Group
Alabama
$459K -$3.67K -50 -0.8%
X
2030
Xponance
Pennsylvania
$458K -$190K -2,591 -30%
MEG
2031
Millstone Evans Group
Colorado
$457K -$28.4K -387 -6%
VAF
2032
Values Added Financial
District of Columbia
$456K – – –
FLP
2033
Financial Life Planners
Arizona
$454K -$14.4K -196 -3%
OPCM
2034
Osborne Partners Capital Management
California
$454K -$34.3K -467 -7%
LEA
2035
Legacy Edge Advisors
New York
$454K +$5.43K +74 +1%
FAL
2036
Focused Alpha LLC
Colorado
$454K +$55.3K +754 +15%
EF
2037
Envision Financial
Wisconsin
$452K – – –
CCM
2038
Cloud Capital Management
Washington
$451K +$430K +5,862 New
PC
2039
Port Capital
Illinois
$449K +$427K +5,819 New
PWP
2040
Phillips Wealth Planners
Mississippi
$448K -$20.8K -284 -5%
LWM
2041
Level Wealth Management
North Carolina
$448K +$73 +1 +0%
ACB
2042
Aristotle Capital Boston
Massachusetts
$448K +$419K +5,717 +6,352%
ACM
2043
Advance Capital Management
Michigan
$447K +$20.7K +282 +5%
LAA
2044
Liberty Atlantic Advisors
Texas
$446K +$425K +5,786 New
LFA
2045
Legacy Financial Advisors
Kentucky
$446K -$20.2K -275 -5%
4A
2046
4Wealth Advisors
Illinois
$444K +$18.9K +258 +5%
HFRG
2047
Houlihan Financial Resource Group
Virginia
$444K – – –
BTW
2048
Boston Trust Walden
Massachusetts
$444K +$19.4K +264 +5%
FI
2049
FWG Investments
Kentucky
$443K -$64.2K -875 -13%
MSFS
2050
Main Street Financial Solutions
Pennsylvania
$442K -$9.1K -124 -2%
80 81
82
83 84