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
$110M +$990K +12,134 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$106M +$1.52M +18,618 +1%
RWM
3
RMG Wealth Management
Wisconsin
$93.7M +$3.76M +46,110 +4%
LPL Financial
4
LPL Financial
California
$39.2M -$2.2M -27,024 -5%
MIC
5
Means Investment Company
Maine
$34.1M +$7.5M +91,994 +29%
Raymond James Financial
6
Raymond James Financial
Florida
$26.3M -$116K -1,427 -0.4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$23.3M +$8.03M +98,433 +54%
SCM
8
Steele Capital Management
Iowa
$15.5M +$798K +9,783 +6%
MTC
9
Matrix Trust Company
Colorado
$15.5M +$798K +9,782 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$15.4M -$16M -196,373 -51%
Ameriprise
11
Ameriprise
Minnesota
$14.3M +$4.78M +58,637 +51%
CFD
12
Creative Financial Designs
Indiana
$14M +$1.23M +15,112 +10%
MML Investors Services
13
MML Investors Services
Massachusetts
$10.3M +$218K +2,676 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.82M -$836K -10,249 -8%
ACA
15
Aptus Capital Advisors
Alabama
$9.4M +$387K +4,743 +4%
SFG
16
Sunburst Financial Group
Alabama
$9.26M +$343K +4,210 +4%
Bank of America
17
Bank of America
North Carolina
$8.01M +$323K +3,961 +4%
FFA
18
Farther Finance Advisors
California
$7.37M +$3.75M +46,030 +108%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.3M +$353K +4,325 +5%
Wells Fargo
20
Wells Fargo
California
$6.85M +$72K +882 +1%
SWP
21
Stratos Wealth Partners
Ohio
$6.75M +$6.63M +81,250 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$6.46M +$861K +10,553 +16%
Stifel Financial
23
Stifel Financial
Missouri
$6.11M -$73.3K -899 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.87M +$1.37M +16,763 +31%
YWS
25
Yarger Wealth Strategies
Ohio
$5.74M +$15.4K +189 +0.3%