We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
26
Pacific Financial Group
Washington
$5.16M +$57.9K +773 +1%
BWM
27
Benchmark Wealth Management
Connecticut
$4.41M +$1.8K +24 +0%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.3M +$574K +7,662 +17%
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$3.87M -$104K -1,394 -3%
KAS
30
Kestra Advisory Services
Texas
$3.79M +$361K +4,824 +11%
BFC
31
Bedel Financial Consulting
Indiana
$3.78M +$77.2K +1,031 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.47M +$75 +1 +0%
Goldman Sachs
33
Goldman Sachs
New York
$3.46M
FFA
34
Farther Finance Advisors
California
$3.4M +$2.98M +39,741 +1,347%
GA
35
Goldstein Advisors
Wisconsin
$3.13M +$130K +1,729 +5%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$3.09M +$232K +3,096 +9%
SFS
37
Sowell Financial Services
Arkansas
$3.07M +$2.89M +38,539 New
BAMG
38
Brand Asset Management Group
Missouri
$2.9M +$32.2K +430 +1%
EH
39
Equitable Holdings
New York
$2.77M +$180K +2,401 +7%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2.73M +$143K +1,909 +6%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$2.48M -$34.3K -458 -1%
MFG
42
Merit Financial Group
Georgia
$2.17M +$196K +2,618 +11%
JP Morgan Chase
43
JP Morgan Chase
New York
$2.06M +$74.4K +993 +4%
FA
44
Flagstar Advisors
New York
$1.89M -$32.7K -436 -2%
Truist Financial
45
Truist Financial
North Carolina
$1.85M -$25.3K -338 -1%
UAG
46
United Advisor Group
Ohio
$1.82M +$248K +3,317 +17%
Cerity Partners
47
Cerity Partners
New York
$1.66M +$2.77K +37 +0.2%
WIA
48
World Investment Advisors
California
$1.52M -$124K -1,655 -8%
JSA
49
Jim Saulnier & Associates
Colorado
$1.42M -$115K -1,534 -8%
PCM
50
Parsons Capital Management
Rhode Island
$1.39M -$24K -320 -2%