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iShares Core S&P Mid-Cap ETF
IJH

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