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iShares Morningstar Mid-Cap ETF
IMCB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Parsons Capital Management
51
Parsons Capital Management
Rhode Island
USD 1.66 M – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
USD 1.62 M +USD 84.5 k +925 +6%
JWCA
53
J.W. Cole Advisors
Florida
USD 1.3 M +USD 1.23 M +13,515 Nuevas
VestGen Advisors
54
VestGen Advisors
Illinois
USD 1.28 M -USD 120 k -1,310 -9%
Bleakley Financial Group
55
Bleakley Financial Group
New Jersey
USD 1.2 M -USD 94 k -1,029 -8%
RW
56
Rede Wealth
Virginia
USD 1.16 M -USD 333 k -3,651 -23%
Advisory Services Network
57
Advisory Services Network
Georgia
USD 1.12 M +USD 1.74 k +19 +0.2%
Apella Capital
58
Apella Capital
Connecticut
USD 1.12 M – – –
SAM
59
S.A. Mason
Michigan
USD 1.09 M -USD 21.5 k -235 -2%
LCM
60
Liberty Capital Management
Michigan
USD 985 k +USD 932 k +10,200 Nuevas
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
USD 944 k -USD 14.2 k -156 -2%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
USD 935 k -USD 4.11 k -45 -0.5%
FP
63
Financial Perspectives
Minnesota
USD 931 k +USD 95.6 k +1,047 +12%
Summit Asset Management
64
Summit Asset Management
Tennessee
USD 923 k – – –
OFG
65
Opulen Financial Group
Virginia
USD 889 k -USD 731 -8 -0.1%
Geneos Wealth Management
66
Geneos Wealth Management
Colorado
USD 864 k – – –
FA
67
Flagstar Advisors
New York
USD 835 k -USD 14 k -153 -2%
Proactive Wealth Strategies
68
Proactive Wealth Strategies
Georgia
USD 801 k -USD 28 k -307 -4%
Diversify Wealth Management
69
Diversify Wealth Management
Utah
USD 794 k -USD 32.2 k -352 -4%
Diversify Advisory Services
70
Diversify Advisory Services
Utah
USD 794 k +USD 745 k +8,161 Nuevas
T
71
TrueFG
Texas
USD 784 k -USD 40.9 k -448 -5%
Miracle Mile Advisors
72
Miracle Mile Advisors
California
USD 779 k -USD 65.4 k -716 -8%
Hilltop Holdings
73
Hilltop Holdings
Texas
USD 768 k – – –
JSA
74
Jim Saulnier & Associates
Colorado
USD 761 k -USD 806 k -8,826 -53%
Triad Wealth Partners
75
Triad Wealth Partners
Kansas
USD 747 k – – –
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