We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
101
Synovus Financial
Georgia
$2K +$1.94K +40 New
SPIA
102
Steward Partners Investment Advisory
New York
$1K – – –
JWCA
103
J.W. Cole Advisors
Florida
– -$863K -16,476 Closed
AWM
104
AE Wealth Management
Kansas
– -$747K -14,256 Closed
SS
105
Simplicity Solutions
Minnesota
– -$671K -12,800 Closed
AA
106
Alesco Advisors
New York
– -$397K -7,580 Closed
BJL
107
Brighton Jones LLC
Washington
– -$331K -6,316 Closed
IAA
108
Independent Advisor Alliance
North Carolina
– -$313K -5,976 Closed
AI
109
Atria Investments
North Carolina
– -$294K -5,608 Closed
CCA
110
Clearwater Capital Advisors
Illinois
– -$284K -5,420 Closed
Northern Trust
111
Northern Trust
Illinois
– -$275K -5,256 Closed
PA
112
PFG Advisors
Arizona
– -$275K -5,256 Closed
JMPWA
113
JP Morgan Private Wealth Advisors
California
– -$265K -5,056 Closed
AW
114
ACG Wealth
Georgia
– -$262K -5,000 Closed
PAG
115
Private Advisor Group
New Jersey
– -$258K -4,928 Closed
IWM
116
IHT Wealth Management
Illinois
– -$246K -4,688 Closed
Comerica Bank
117
Comerica Bank
Texas
– -$247K -4,668 Closed
PA
118
PSI Advisors
Florida
– -$237K -4,524 Closed
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
– -$226K -4,264 Closed
Bank of New York Mellon
120
Bank of New York Mellon
New York
– -$221K -4,212 Closed
BSW
121
Buckingham Strategic Wealth
Missouri
– -$220K -4,204 Closed
MCM
122
MAI Capital Management
Ohio
– -$210K -4,000 Closed
RSWM
123
Robertson Stephens Wealth Management
California
– -$204K -3,912 Closed
LFA
124
Lighthouse Financial Advisors
Maryland
– -$74K -1,420 Closed
PWP
125
Personal Wealth Partners
Minnesota
– -$68K -1,300 Closed
2 3 4
5
6