We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
126
Allworth Financial
California
$30K +$133 +2 +0.4%
PCG
127
Private Capital Group
Connecticut
$29K +$133 +2 +0.5%
TFGT
128
TS Financial Group (TSFG)
Illinois
$28K – – –
Washington Trust
129
Washington Trust
Rhode Island
$28K – – –
Steward Partners Investment Advisory
130
Steward Partners Investment Advisory
New York
$27K – – –
Prospera Financial Services
131
Prospera Financial Services
Texas
$23K +$22.9K +344 New
Gradient Investments
132
Gradient Investments
Minnesota
$21K +$67 +1 +0.3%
CAAS
133
Capital Asset Advisory Services
Michigan
$20K -$1.2M -18,065 -98%
AF
134
Advisornet Financial
Minnesota
$19K – – –
SIS
135
Sound Income Strategies
Florida
$19K – – –
IF
136
Integrity Financial
Wyoming
$17K – – –
AIC
137
Archer Investment Corporation
Indiana
$16.1K – – –
TFP
138
Tilia Fiduciary Partners
North Carolina
$14K – – –
SCA
139
Sandy Cove Advisors
Massachusetts
$13K +$12.7K +191 New
GEA
140
Glen Eagle Advisors
New Jersey
$12.4K – – –
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$12K – – –
MCC
142
Money Concepts Capital
Florida
$9K -$9.71K -146 -53%
WhitTier Trust Company
143
WhitTier Trust Company
Nevada
$5K – – –
IFAM
144
Institutional & Family Asset Management
Colorado
$4K – – –
RA
145
Rise Advisors
New York
$4K – – –
ADL
146
Asset Dedication LLC
California
$3K – – –
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$1.88K – – –
MFC
148
Morris Financial Concepts
South Carolina
$1K – – –
BFC
149
Bedel Financial Consulting
Indiana
$1K +$1.26K +19 New
Sowell Financial Services
150
Sowell Financial Services
Arkansas
– -$2.11M -29,709 Closed