We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$233K
IWM
52
IHT Wealth Management
Illinois
$232K +$18.3K +436 +64%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$226K -$31.6K -752 -12%
NFG
54
Next Financial Group
Texas
$225K +$42.1K +1,000 +23%
ASN
55
Advisory Services Network
Georgia
$223K -$42.6K -1,012 -16%
AW
56
ACG Wealth
Georgia
$211K
SSB
57
Sandy Spring Bank
Maryland
$158K
WEC
58
Winslow Evans & Crocker
Massachusetts
$142K
OIA
59
OneDigital Investment Advisors
Kansas
$73K +$72.4K +1,720 New
SF
60
Synovus Financial
Georgia
$52K +$52K +1,236 New
SEI Investments
61
SEI Investments
Pennsylvania
$51K -$48K -1,140 -49%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K +$3.7K +88 +9%
WT
63
Whittier Trust
California
$41K
JCM
64
Jacobi Capital Management
Pennsylvania
$31K +$30.8K +732 New
HS
65
Horan Securities
United States
$30K
SIM
66
Sonora Investment Management
Arizona
$20.1K
BWA
67
BDO Wealth Advisors
Florida
$17K +$17.3K +412 New
ADL
68
Asset Dedication LLC
California
$14K
Creative Planning
69
Creative Planning
Kansas
$13K
JP Morgan Chase
70
JP Morgan Chase
New York
$13K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$9K +$8.92K +212 New
GEA
72
Glen Eagle Advisors
New Jersey
$7.76K
MFW
73
Mosaic Family Wealth
Missouri
$6K
CTC
74
Central Trust Company
Missouri
$5K +$5.05K +120 New
AIM
75
Advantage Investment Management
Iowa
$4K