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iShares Morningstar Mid-Cap ETF
IMCB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Allworth Financial
176
Allworth Financial
California
USD 42.4 k – – –
MWM
177
Mosley Wealth Management
California
USD 42 k -USD 200 k -2,186 -83%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
USD 41.1 k – – –
TS Financial Group (TSFG)
179
TS Financial Group (TSFG)
Illinois
USD 41 k – – –
Mather Group
180
Mather Group
Illinois
USD 39.9 k – – –
IMA Advisory Services
181
IMA Advisory Services
Colorado
USD 39.3 k +USD 37.2 k +407 Nuevas
William Blair & Company
182
William Blair & Company
Illinois
USD 37.7 k – – –
SIM
183
Synergy Investment Management
Florida
USD 34.4 k -USD 18.3 k -200 -36%
Financial Gravity Companies
184
Financial Gravity Companies
Texas
USD 31.7 k +USD 30 k +328 Nuevas
Institute for Wealth Management
185
Institute for Wealth Management
Colorado
USD 27.4 k +USD 25.9 k +284 Nuevas
OW
186
Olistico Wealth
Oklahoma
USD 26.6 k -USD 2.28 k -25 -8%
IFG Advisory
187
IFG Advisory
Georgia
USD 25.5 k +USD 24.1 k +264 Nuevas
Salomon & Ludwin
188
Salomon & Ludwin
Virginia
USD 22 k -USD 1 k -11 -5%
SYM Financial Corp
189
SYM Financial Corp
Indiana
USD 22 k – – –
IF
190
Integrity Financial
Wyoming
USD 21.2 k – – –
BWAM
191
Boyd Watterson Asset Management
Ohio
USD 17.8 k – – –
Glen Eagle Advisors
192
Glen Eagle Advisors
New Jersey
USD 17.8 k – – –
Westside Investment Management
193
Westside Investment Management
California
USD 17.4 k – – –
NBC Securities
194
NBC Securities
Alabama
USD 11.8 k – – –
WhitTier Trust Company
195
WhitTier Trust Company
Nevada
USD 6.59 k – – –
GF
196
GGM Financials
Ohio
USD 5.13 k +USD 4.84 k +53 Nuevas
Asset Dedication LLC
197
Asset Dedication LLC
California
USD 4.09 k – – –
DRP
198
Decker Retirement Planning
Utah
USD 1.64 k – – –
CWM
199
Copia Wealth Management
Oregon
USD 966 – – –
Buck Wealth Strategies
200
Buck Wealth Strategies
Colorado
USD 772 +USD 731 +8 Nuevas
5 6 7
8
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