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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Abound Wealth Management
Tennessee
$314K +$13.2K +206 +4%
MFS
2027
Madrona Financial Services
Washington
$313K +$1.28K +20 +0.4%
BKA
2028
Brick & Kyle Associates
Pennsylvania
$313K – – –
BFA
2029
Bluestem Financial Advisors
Illinois
$312K – – –
BAM
2030
Bosun Asset Management
Illinois
$312K – – –
PD
2031
Planning Directions
Pennsylvania
$310K -$29.2K -455 -8%
JWM
2032
JFG Wealth Management
Colorado
$309K +$2.25K +35 +0.7%
GA
2033
Greenspring Advisors
Maryland
$309K – – –
HWM
2034
HFR Wealth Management
New York
$308K +$317K +4,936 New
WFAG
2035
Worth Financial Advisory Group
North Carolina
$307K – – –
MPW
2036
Monterey Private Wealth
California
$306K -$12.7K -198 -4%
MAS
2037
MPWM Advisory Solutions
Georgia
$306K +$314K +4,903 New
WG
2038
Welch Group
Alabama
$305K – – –
FMTC
2039
Farmers & Merchants Trust Company
California
$305K -$173K -2,695 -36%
CFO
2040
Custos Family Office
Texas
$305K +$641 +10 +0.2%
GSF
2041
Grove Street Fiduciary
New Hampshire
$305K +$313K +4,887 New
ARA
2042
Alexander Randolph Advisory
Virginia
$304K – – –
OIA
2043
Optimum Investment Advisors
Illinois
$304K -$120K -1,875 -28%
VC
2044
Veracity Capital
Georgia
$304K +$13.8K +215 +5%
AO
2045
Advisor OS
Illinois
$303K +$21K +327 +7%
LDB
2046
Lee, Danner & Bass
Tennessee
$303K +$2.31K +36 +0.7%
ZIG
2047
Zuckerman Investment Group
Illinois
$303K – – –
ACM
2048
Advance Capital Management
Michigan
$302K +$1.28K +20 +0.4%
JJBC
2049
James J. Burns & Company
New York
$301K -$11.2K -175 -3%
MM
2050
Main Management
California
$301K – – –
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82
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