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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
DFP
2026
Defined Financial Planning
California
$298K +$1.23K +21 +0.4%
NIM
2027
Northeast Investment Management
Massachusetts
$297K -$14K -238 -5%
DBIA
2028
Dumont & Blake Investment Advisors
New Jersey
$295K – – –
MHR
2029
Matthew Hamilton Rosenberg
$295K +$103K +1,751 +58%
TWM
2030
Tripletail Wealth Management
Florida
$295K +$278K +4,730 New
MSCM
2031
McElhenny Sheffield Capital Management
Texas
$295K -$185K -3,153 -40%
CRI
2032
Commonwealth Retirement Investments
Virginia
$295K – – –
RFA
2033
Resurgent Financial Advisors
Georgia
$295K -$23.4K -398 -8%
CCMI
2034
Creative Capital Management Investments
California
$295K -$41.1K -700 -13%
BF
2035
Brooklyn FI
New York
$294K -$3.87K -66 -1%
ZIG
2036
Zuckerman Investment Group
Illinois
$294K – – –
CFP
2037
Cascade Financial Partners
California
$293K -$157K -2,670 -36%
MWA
2038
Medallion Wealth Advisors
Connecticut
$292K +$704 +12 +0.3%
TA
2039
TrueWealth Advisors
Alabama
$292K -$6.05K -103 -2%
CST
2040
Charles Schwab Trust
Nevada
$292K +$276K +4,704 New
MBFW
2041
Morton Brown Family Wealth
Pennsylvania
$292K – – –
CCC
2042
Compass Capital Corp
Massachusetts
$291K – – –
AWA
2043
Acorn Wealth Advisors
Michigan
$291K +$7.63K +130 +3%
W
2044
WPWealth
Texas
$290K -$91.9K -1,565 -25%
AA
2045
Apriem Advisors
California
$288K -$323K -5,500 -54%
LWMI
2046
Legacy Wealth Management (Idaho)
Idaho
$287K -$89.9K -1,531 -25%
LIS
2047
Legacy Investment Solutions
Idaho
$287K +$271K +4,621 New
GP
2048
Geneva Partners
Wisconsin
$286K -$7.22K -123 -3%
4WM
2049
4J Wealth Management
Virginia
$285K -$22.5K -384 -8%
TFM
2050
Trademark Financial Management
Minnesota
$284K -$4.17K -71 -2%
80 81
82
83 84