We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.1M -$1.66M -25,218 -2%
UBS Group
2
UBS Group
Switzerland
$65.6M +$2.17M +32,965 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30.2M -$3.17M -48,152 -10%
RJA
4
Raymond James & Associates
Florida
$24.7M +$74.9K +1,139 +0.3%
LPL Financial
5
LPL Financial
California
$22.2M +$860K +13,075 +4%
MTC
6
Matrix Trust Company
Colorado
$20.3M -$600K -9,117 -3%
AAS
7
Avantax Advisory Services
Texas
$15.4M +$479K +7,280 +3%
Wells Fargo
8
Wells Fargo
California
$14.3M -$1.39M -21,184 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.3M +$1.14M +17,405 +10%
Ameriprise
10
Ameriprise
Minnesota
$12.8M -$2.38M -36,137 -16%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$11.6M +$30.7K +467 +0.3%
Bank of America
12
Bank of America
North Carolina
$11.3M +$224K +3,408 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.2M +$321K +4,881 +4%
PFG
14
Pacific Financial Group
Washington
$7.28M -$234K -3,556 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.82M +$65.1K +990 +1%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$6.18M +$6.06M +92,224 New
BWM
17
Benchmark Wealth Management
Connecticut
$5.95M -$73.4K -1,116 -1%
CAN
18
Cetera Advisor Networks
California
$4.88M +$1.32M +20,003 +38%
KCM
19
Karp Capital Management
California
$4.71M -$139K -2,113 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.63M +$117K +1,783 +3%
BAMG
21
Brand Asset Management Group
Missouri
$2.97M +$10.4K +158 +0.4%
Goldman Sachs
22
Goldman Sachs
New York
$2.91M
GRP
23
Global Retirement Partners
California
$2.29M +$17.7K +269 +0.8%
KAS
24
Kestra Advisory Services
Texas
$2.22M +$99K +1,505 +5%
TCWA
25
Ten Capital Wealth Advisors
Washington
$2.17M +$2.1M +31,952 +7,396%