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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2026
Summit Wealth & Retirement Planning
California
$246K -$79.6K -1,320 -25%
DFA
2027
Davies Financial Advisors
California
$246K -$707K -11,732 -75%
EFG
2028
Everhart Financial Group
Ohio
$246K +$238K +3,949 New
GWA
2029
Gratus Wealth Advisors
Virginia
$245K +$543 +9 +0.2%
FCM
2030
Fortis Capital Management
Washington
$245K +$2.23K +37 +1%
JSA
2031
Jim Saulnier & Associates
Colorado
$243K +$235K +3,900 New
FFWA
2032
Forthright Family Wealth Advisory
Texas
$243K -$54.9K -910 -20%
APWA
2033
Atlas Private Wealth Advisors
New Jersey
$242K -$24K -398 -9%
NPT
2034
Nixon Peabody Trust
Massachusetts
$241K +$234K +3,875 New
VBWMG
2035
Von Berge Wealth Management Group
California
$241K +$844 +14 +0.4%
FWM
2036
Focused Wealth Management
New York
$241K -$7K -116 -3%
CWS
2037
Cypress Wealth Services
California
$241K – – –
ML
2038
McAdam LLC
Pennsylvania
$240K +$233K +3,857 New
SWG
2039
Summit Wealth Group
Vermont
$240K – – –
LHWM
2040
Lake Hills Wealth Management
Texas
$240K +$232K +3,844 New
BDF
2041
Black Diamond Financial
Maryland
$239K +$3.02K +50 +1%
WFA
2042
Wade Financial Advisory
California
$239K – – –
PPW
2043
Presilium Private Wealth
Pennsylvania
$239K +$19.1K +316 +9%
IFS
2044
Ifrah Financial Services
Arkansas
$238K +$11.6K +192 +5%
LWM
2045
Liberty Wealth Management
California
$238K +$724 +12 +0.3%
FNBOMD
2046
First National Bank of Mount Dora
Florida
$238K +$230K +3,819 New
BBW
2047
Blue Barn Wealth
Utah
$237K -$5.73K -95 -2%
SAM
2048
Secure Asset Management
Michigan
$236K +$229K +3,794 New
RCM
2049
RMR Capital Management
California
$236K – – –
C1AG
2050
Client 1st Advisory Group
Florida
$234K -$3.32K -55 -1%
80 81
82
83 84