We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
Benchmark Wealth Management
Connecticut
$4.23M -$113K -1,560 -3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.1M +$562K +7,739 +17%
WCAMG
28
Woodard & Company Asset Management Group
North Carolina
$3.91M -$4.2M -57,873 -53%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.47M -$46K -633 -1%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.44M -$2.03K -28 -0.1%
Goldman Sachs
31
Goldman Sachs
New York
$3.3M -$1.44M -19,897 -31%
KAS
32
Kestra Advisory Services
Texas
$3.17M -$83K -1,143 -3%
GA
33
Goldstein Advisors
Wisconsin
$2.9M +$1.02K +14 +0%
BAMG
34
Brand Asset Management Group
Missouri
$2.75M -$24.2K -333 -0.9%
BFC
35
Bedel Financial Consulting
Indiana
$2.4M +$355K +4,893 +18%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.36M +$791K +10,900 +54%
MFGM
37
Marshall Financial Group (Maryland)
Maryland
$2.36M +$7.33K +101 +0.3%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.94M -$21.5K -296 -1%
MFG
39
Merit Financial Group
Georgia
$1.92M -$111K -1,527 -6%
FA
40
Flagstar Advisors
New York
$1.92M -$9.51K -131 -0.5%
PWG
41
Portside Wealth Group
Utah
$1.92M +$184K +2,535 +11%
EH
42
Equitable Holdings
New York
$1.83M -$235K -3,231 -12%
Truist Financial
43
Truist Financial
North Carolina
$1.76M +$19.2K +265 +1%
Cerity Partners
44
Cerity Partners
New York
$1.64M -$98.3K -1,354 -6%
WIA
45
World Investment Advisors
California
$1.59M -$13.9K -192 -0.9%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.56M +$393K +5,409 +36%
GWM
47
Gibbs Wealth Management
Georgia
$1.55M +$500K +6,887 +51%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$127K +1,744 +10%
PCM
49
Parsons Capital Management
Rhode Island
$1.45M
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$101K +1,397 +9%