We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
EPG Wealth Management
Georgia
$176K
S
102
Surevest
California
$171K +$169K +2,410 New
MPCG
103
Matrix Private Capital Group
New York
$167K +$140 +2 +0.1%
CFA
104
Carroll Financial Associates
North Carolina
$131K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$124K -$35K -499 -22%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$107K +$33.8K +483 +47%
CA
107
CoreCap Advisors
Michigan
$97K +$95.3K +1,360 New
EI
108
Ellevest Inc
New York
$96K -$98.1K -1,400 -51%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$96K +$94.5K +1,348 New
HWM
110
HighMark Wealth Management
Minnesota
$92K
HI
111
Harbour Investments
Wisconsin
$84K -$129K -1,839 -61%
SFPG
112
Stonebridge Financial Planning Group
Florida
$78K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$73K -$70 -1 -0.1%
FP
114
Financial Perspectives
Minnesota
$70.1K +$11.6K +166 +20%
TC
115
TAP Consulting
Missouri
$65K +$64.1K +915 New
HS
116
Horan Securities
United States
$53K +$52.3K +746 New
AFS
117
Annapolis Financial Services
Maryland
$50K
VC
118
Vestor Capital
Illinois
$42K +$41.8K +596 New
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$38K
HNB
120
Huntington National Bank
Ohio
$37K
AF
121
Allworth Financial
California
$32K +$70 +1 +0.2%
MBFW
122
Morton Brown Family Wealth
Pennsylvania
$32K +$32K +456 New
PCG
123
Private Capital Group
Connecticut
$31K +$70 +1 +0.2%
TFGT
124
TS Financial Group (TSFG)
Illinois
$30K
WT
125
Washington Trust
Rhode Island
$30K