We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
VestGen Advisors
Illinois
$5.72M +$5.62M +68,847 New
GIA
27
Gladstone Institutional Advisory
Florida
$5.53M -$41K -502 -0.7%
PFG
28
Pacific Financial Group
Washington
$4.99M -$379K -4,649 -7%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$4.86M -$1.88M -23,089 -28%
CIC
30
Carnegie Investment Counsel
Ohio
$4.62M +$3.98M +48,741 +703%
BFC
31
Bedel Financial Consulting
Indiana
$4.18M +$228K +2,790 +6%
WCAMG
32
Woodard & Company Asset Management Group
North Carolina
$3.97M -$61.7K -756 -2%
HighTower Advisors
33
HighTower Advisors
Illinois
$3.9M +$273K +3,348 +8%
KAS
34
Kestra Advisory Services
Texas
$3.81M -$138K -1,689 -4%
Goldman Sachs
35
Goldman Sachs
New York
$3.6M
SF
36
Summit Financial
New Jersey
$3.4M +$3.34M +40,919 New
GA
37
Goldstein Advisors
Wisconsin
$3.28M +$15.8K +194 +0.5%
SFS
38
Sowell Financial Services
Arkansas
$3.15M -$49.1K -602 -2%
BAMG
39
Brand Asset Management Group
Missouri
$3.05M +$29.2K +358 +1%
GS
40
GTS Securities
Florida
$3.04M +$2.99M +36,656 New
EH
41
Equitable Holdings
New York
$2.99M +$104K +1,275 +4%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2.88M +$28.5K +349 +1%
UAG
43
United Advisor Group
Ohio
$2.54M +$630K +7,719 +34%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$2.53M -$16.1K -197 -0.6%
Truist Financial
45
Truist Financial
North Carolina
$2.44M +$500K +6,127 +26%
MFG
46
Merit Financial Group
Georgia
$2.27M +$7.67K +94 +0.3%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.07M -$74.6K -915 -4%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.98M +$1.94M +23,814 New
FA
49
Flagstar Advisors
New York
$1.97M -$7.02K -86 -0.4%
Cerity Partners
50
Cerity Partners
New York
$1.74M +$3.43K +42 +0.2%