We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Steward Partners Investment Advisory
126
Steward Partners Investment Advisory
New York
$28K – – –
Gradient Investments
127
Gradient Investments
Minnesota
$22K +$140 +2 +0.7%
AF
128
Advisornet Financial
Minnesota
$20K – – –
SIS
129
Sound Income Strategies
Florida
$20K – – –
MCC
130
Money Concepts Capital
Florida
$19K +$19.2K +274 New
IF
131
Integrity Financial
Wyoming
$18K +$18.2K +260 New
AIC
132
Archer Investment Corporation
Indiana
$17.3K – – –
TFP
133
Tilia Fiduciary Partners
North Carolina
$15K +$14.4K +205 New
MFT
134
Moisand Fitzgerald Tamayo
Florida
$14K – – –
GEA
135
Glen Eagle Advisors
New Jersey
$13.1K – – –
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$13K – – –
WhitTier Trust Company
137
WhitTier Trust Company
Nevada
$5K – – –
RA
138
Rise Advisors
New York
$4.54K +$4.49K +64 New
IFAM
139
Institutional & Family Asset Management
Colorado
$4K – – –
ADL
140
Asset Dedication LLC
California
$3K – – –
Koshinski Asset Management
141
Koshinski Asset Management
Illinois
$1.99K – – –
Ancora Advisors
142
Ancora Advisors
Ohio
$1K – – –
MFC
143
Morris Financial Concepts
South Carolina
$1K +$1.19K +17 New
PFG
144
Pacific Financial Group
Washington
– -$7.04M -105,861 Closed
Beacon Pointe Advisors
145
Beacon Pointe Advisors
California
– -$2.99M -44,981 Closed
Global Retirement Partners
146
Global Retirement Partners
California
– -$2.27M -34,167 Closed
Jane Street
147
Jane Street
New York
– -$2.09M -31,426 Closed
PMFA
148
Plante Moran Financial Advisors
Michigan
– -$495K -7,441 Closed
Comerica Bank
149
Comerica Bank
Texas
– -$204K -2,877 Closed
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
– -$109K -1,584 Closed