We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$1.38M +$102K +1,300 +8%
PGWM
52
Pitti Group Wealth Management
New York
$1.35M -$37K -473 -3%
UAG
53
United Advisor Group
Ohio
$1.3M +$1.33M +17,066 New
GRP
54
Global Retirement Partners
California
$1.09M -$42.9K -548 -4%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$1.06M +$466K +5,962 +75%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$1.02M
ASN
57
Advisory Services Network
Georgia
$1.01M +$610K +7,803 +144%
JWCA
58
J.W. Cole Advisors
Florida
$993K +$31.4K +401 +3%
RW
59
Rede Wealth
Virginia
$984K -$232K -2,961 -19%
MMA
60
Miracle Mile Advisors
California
$911K -$97.1K -1,241 -9%
SAM
61
S.A. Mason
Michigan
$895K +$2.66K +34 +0.3%
AC
62
Apella Capital
Connecticut
$878K
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$871K -$35.3K -451 -4%
AWM
64
Apollon Wealth Management
South Carolina
$825K
CFGS
65
Concourse Financial Group Securities
Alabama
$800K -$26.1K -334 -3%
Corient Private Wealth
66
Corient Private Wealth
Florida
$790K -$415K -5,310 -34%
LCM
67
Liberty Capital Management
Michigan
$777K
DAS
68
Diversify Advisory Services
Utah
$758K -$375K -4,790 -32%
SAM
69
Summit Asset Management
Tennessee
$750K
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$731K -$226K -2,895 -23%
T
71
TrueFG
Texas
$730K
APWA
72
Atlas Private Wealth Advisors
New Jersey
$674K +$102K +1,298 +17%
Jane Street
73
Jane Street
New York
$663K +$273K +3,484 +67%
OFG
74
Opulen Financial Group
Virginia
$643K +$660K +8,439 New
Mariner
75
Mariner
Kansas
$561K -$78 -1 -0%