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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
2026
Orcam Financial Group
California
$210K – – –
PSIWM
2027
Paradigm Strategies in Wealth Management
Minnesota
$209K +$529 +9 +0.3%
EP
2028
EPIQ Partners
Minnesota
$209K – – –
WW
2029
Westshore Wealth
California
$209K – – –
SFS
2030
Symphony Financial Services
Ohio
$208K +$211K +3,588 New
CPSAC
2031
Chas P. Smith & Associates (CPS)
Florida
$208K -$352 -6 -0.2%
GCIM
2032
Gunn & Company Investment Management
Florida
$208K +$209K +3,559 New
CM
2033
Columbus Macro
Pennsylvania
$208K – – –
NRC
2034
New Republic Capital
North Carolina
$208K +$646 +11 +0.3%
SIMG
2035
Sonora Investment Management Group
Arizona
$206K – – –
BBA
2036
Braun-Bostich & Associates
Pennsylvania
$206K -$88.4K -1,505 -30%
CWM
2037
Chemistry Wealth Management
New York
$206K -$24.4K -415 -11%
PPW
2038
Presilium Private Wealth
Pennsylvania
$206K +$11.9K +202 +6%
NAS
2039
NWF Advisory Services
California
$205K – – –
AMIM
2040
Aull & Monroe Investment Management
Alabama
$205K – – –
LL
2041
LPWM LLC
Minnesota
$204K +$207K +3,520 New
AAS
2042
Annex Advisory Services
Wisconsin
$204K +$4.58K +78 +2%
FCM
2043
Fogel Capital Management
Florida
$204K – – –
MFG
2044
MidWestOne Financial Group
Iowa
$203K +$204K +3,475 New
CFA
2045
Capstone Financial Advisors
Illinois
$203K +$470 +8 +0.2%
TCM
2046
TD Capital Management
Tennessee
$203K +$646 +11 +0.3%
HWA
2047
Heartwood Wealth Advisors
Virginia
$202K – – –
PCTC
2048
Perkins Coie Trust Company
Washington
$202K – – –
AA
2049
ACT Advisors
North Carolina
$202K – – –
SIA
2050
Schechter Investment Advisors
Michigan
$202K -$2.35K -40 -1%
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82
83 84