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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
2026
Mitchell Sinkler & Starr
Pennsylvania
$298K +$24.9K +425 +10%
DFP
2027
Defined Financial Planning
California
$298K +$1.23K +21 +0.4%
NIM
2028
Northeast Investment Management
Massachusetts
$297K -$14K -238 -5%
DBIA
2029
Dumont & Blake Investment Advisors
New Jersey
$295K – – –
MHR
2030
Matthew Hamilton Rosenberg
$295K +$103K +1,751 +58%
TWM
2031
Tripletail Wealth Management
Florida
$295K +$278K +4,730 New
MSCM
2032
McElhenny Sheffield Capital Management
Texas
$295K -$185K -3,153 -40%
CRI
2033
Commonwealth Retirement Investments
Virginia
$295K – – –
RFA
2034
Resurgent Financial Advisors
Georgia
$295K -$23.4K -398 -8%
CCMI
2035
Creative Capital Management Investments
California
$295K -$41.1K -700 -13%
BF
2036
Brooklyn FI
New York
$294K -$3.87K -66 -1%
ZIG
2037
Zuckerman Investment Group
Illinois
$294K – – –
CFP
2038
Cascade Financial Partners
California
$293K -$157K -2,670 -36%
MWA
2039
Medallion Wealth Advisors
Connecticut
$292K +$704 +12 +0.3%
TA
2040
TrueWealth Advisors
Alabama
$292K -$6.05K -103 -2%
CST
2041
Charles Schwab Trust
Nevada
$292K +$276K +4,704 New
MBFW
2042
Morton Brown Family Wealth
Pennsylvania
$292K – – –
CCC
2043
Compass Capital Corp
Massachusetts
$291K – – –
AWA
2044
Acorn Wealth Advisors
Michigan
$291K +$7.63K +130 +3%
W
2045
WPWealth
Texas
$290K -$91.9K -1,565 -25%
AA
2046
Apriem Advisors
California
$288K -$323K -5,500 -54%
LWMI
2047
Legacy Wealth Management (Idaho)
Idaho
$287K -$89.9K -1,531 -25%
LIS
2048
Legacy Investment Solutions
Idaho
$287K +$271K +4,621 New
GP
2049
Geneva Partners
Wisconsin
$286K -$7.22K -123 -3%
4WM
2050
4J Wealth Management
Virginia
$285K -$22.5K -384 -8%
80 81
82
83 84