We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$70.8M +$114K +1,855 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$57.7M +$342K +5,566 +0.6%
LPL Financial
3
LPL Financial
California
$22.8M -$1.02M -16,632 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.8M +$404K +6,579 +2%
RJA
5
Raymond James & Associates
Florida
$17.8M -$2.63M -42,919 -13%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15.6M +$5.5M +89,573 +53%
Wells Fargo
7
Wells Fargo
California
$15.2M +$30.1K +490 +0.2%
Ameriprise
8
Ameriprise
Minnesota
$9.86M -$49.1K -800 -0.5%
MTC
9
Matrix Trust Company
Colorado
$9.18M +$155K +2,525 +2%
Bank of America
10
Bank of America
North Carolina
$7.31M -$3.74M -61,006 -34%
PFG
11
Pacific Financial Group
Washington
$5.79M -$32K -521 -0.5%
AAS
12
Avantax Advisory Services
Texas
$5.75M -$7.26M -118,323 -56%
WCAMG
13
Woodard & Company Asset Management Group
North Carolina
$5.66M -$116K -1,886 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.91M -$550K -8,960 -10%
GIA
15
Gladstone Institutional Advisory
Florida
$4.82M -$345K -5,621 -7%
BWM
16
Benchmark Wealth Management
Connecticut
$4.6M -$494K -8,047 -10%
CAN
17
Cetera Advisor Networks
California
$4.54M -$59K -961 -1%
YWS
18
Yarger Wealth Strategies
Ohio
$4.23M -$157K -2,554 -4%
SFG
19
Sunburst Financial Group
Alabama
$3.98M +$207K +3,373 +5%
AWS
20
Atria Wealth Solutions
New York
$3.35M +$93.9K +1,529 +3%
MIC
21
Means Investment Company
Maine
$3.02M +$766K +12,479 +33%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3M +$148K +2,415 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.8M +$404K +6,589 +17%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.68M -$578K -9,417 -18%
Goldman Sachs
25
Goldman Sachs
New York
$2.63M