iShares Morningstar Mid-CapIMCGETF
13F holders, Q1 2024 (March 31)297holders
$70.52avg. 13F price*
At the end of Q1 2024, 297 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings. The largest holders were LPL Financial LLC ($104.2M), Morgan Stanley ($63.5M) and Ameriprise Financial Inc. ($62.7M).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $19.7M |
| Exits | 24 | $51.9M |
Ownership 297 holders
| LPL Financial LLC | 0.06% | Add +72.7% | 1,474,285 | $104.2M |
| Morgan Stanley | 0.01% | Add +6.0% | 898,721 | $63.5M |
| Ameriprise Financial Inc. | 0.02% | Add +1.0% | 888,285 | $62.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +1.3% | 698,375 | $49.4M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +1.9% | 623,328 | $44.1M |
| Commonwealth Equity Services, LLC | 0.06% | Add +2.6% | 547,001 | $38.7M |
| Wells Fargo & Company | 0.01% | Reduce -5.3% | 434,712 | $30.7M |
| Avantax Advisory Services, Inc. | 0.25% | Add +19.9% | 398,204 | $28.1M |
| Royal Bank of Canada | 0.01% | Add +2.2% | 375,589 | $26.5M |
| Avior Wealth Management, LLC | 1.21% | Add +106.7% | 367,047 | $25.9M |
| Orgel Wealth Management, LLC | 0.65% | Reduce -18.5% | 337,466 | $23.9M |
| Creative Financial Designs Inc. | 1.90% | Reduce -53.7% | 284,214 | $20.1M |
| Forte Capital LLC | 2.38% | Add +0.6% | 271,766 | $19.2M |
| Cornerstone Planning Group LLC | 5.74% | Add +6.4% | 273,771 | $18.5M |
| Cosner Financial Group, LLC | 12.29% | Add +5.9% | 242,692 | $17.2M |
| Mariner, LLC | 0.03% | Add +11.3% | 238,045 | $16.8M |
| Correct Capital Wealth Management | 3.77% | Reduce -1.4% | 231,201 | $16.3M |
| Bank of America Corp. | 0.00% | Add +5.1% | 217,436 | $15.4M |
| Victory Financial Group, LLC | 9.06% | Add +19.0% | 216,577 | $15.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -28.4% | 215,254 | $15.2M |
| Rodgers & Associates, LTD | 1.92% | Reduce -5.0% | 211,389 | $14.9M |
| Marmo Financial Group, LLC | 8.93% | Add +4.3% | 207,795 | $14.7M |
| Cetera Investment Advisers | 0.03% | Add +946.7% | 187,067 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.8% | 184,143 | $13.0M |
| Steele Capital Management, Inc. | 0.67% | Reduce -2.4% | 165,467 | $11.7M |
| Matrix Trust Co | 2.64% | Reduce -2.4% | 165,159 | $11.7M |
| IAG Wealth Partners, LLC | 2.42% | Add +4.5% | 159,474 | $11.3M |
| Capital Wealth Management, LLC | 5.29% | Reduce -0.6% | 156,337 | $11.0M |
| Scott Capital Advisors, LLC | 3.20% | Add +3.1% | 150,175 | $10.5M |
| Equitable Holdings, Inc. | 0.11% | Add +3.5% | 133,610 | $9.4M |
| Raymond James & Associates | 0.01% | Add +8.2% | 133,140 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -42.8% | 126,608 | $8.9M |
| Employees' Retirement Fund of the City of Fort Worth | 1.62% | No change | 123,000 | $8.7M |
| Ethos Financial Group, LLC | 1.61% | New | 119,307 | $8.4M |
| Etfidea, LLC | 2.87% | Reduce -3.6% | 119,039 | $8.4M |
| Mgo One Seven LLC | 0.41% | Add +4.5% | 110,795 | $7.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +8.3% | 107,139 | $7.6M |
| Integrated Investment Consultants, LLC | 2.03% | Reduce -25.2% | 104,152 | $7.4M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -0.3% | 96,522 | $6.8M |
| Truist Financial Corp. | 0.01% | Reduce -0.6% | 91,121 | $6.4M |
| Cedrus LLC | 3.49% | Add +7.2% | 90,451 | $6.4M |
| PFS Partners, LLC | 4.32% | Add +2.5% | 90,133 | $6.4M |
| Cwm, LLC | 0.03% | Add +2.2% | 88,980 | $6.3M |
| OxenFree Capital LLC | 5.71% | Add +2.9% | 88,477 | $6.3M |
| Private Advisor Group, LLC | 0.04% | Add +17.1% | 87,848 | $6.2M |
| Sigma Planning Corp | 0.19% | Add +126.8% | 86,509 | $6.1M |
| Bedel Financial Consulting, Inc. | 0.90% | Add +2.0% | 80,872 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +26.3% | 76,480 | $5.4M |
| MML Investors Services, LLC | 0.02% | Add +1.6% | 65,772 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +10.0% | 64,007 | $4.5M |
| Wolf Group Capital Advisors | 2.15% | No change | 74,142 | $4.5M |
| Certified Advisory Corp | 0.62% | Reduce -5.6% | 62,409 | $4.4M |
| Summit Asset Management, LLC | 0.51% | Reduce -0.2% | 60,960 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +386.7% | 56,254 | $4.0M |
| Nations Financial Group Inc, /Ia/ | 0.33% | Add +26.0% | 56,124 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -19.0% | 55,246 | $3.9M |
| Castle Wealth Management LLC | 2.00% | Add +1.3% | 54,148 | $3.8M |
| Valley National Advisers Inc. | 0.58% | Add +2.6% | 54,090 | $3.8M |
| Corient Private Wealth LP | 0.01% | Add +1.3% | 52,654 | $3.7M |
| Creative Planning | 0.00% | Reduce -7.1% | 50,378 | $3.6M |
| Nwam LLC | 0.29% | Reduce -6.2% | 51,969 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.7% | 49,233 | $3.5M |
| Verde Capital Management | 1.04% | Add +26.3% | 42,797 | $3.0M |
| Family Legacy, Inc. | 1.07% | Reduce -3.3% | 42,304 | $3.0M |
| Eudaimonia Partners, LLC | 0.69% | Add +10.2% | 41,063 | $2.9M |
| Financial Freedom, LLC | 1.61% | Reduce -9.8% | 38,501 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -16.1% | 38,162 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 37,997 | $2.7M |
| World Investment Advisors | 0.37% | New | 37,050 | $2.6M |
| Visionary Wealth Advisors | 0.17% | Add +7.9% | 36,282 | $2.6M |
| PFG Advisors | 0.18% | Reduce -1.9% | 35,409 | $2.5M |
| Global Retirement Partners, LLC | 0.09% | Reduce -1.0% | 34,693 | $2.5M |
| Park Avenue Securities LLC | 0.03% | Reduce -5.0% | 34,090 | $2.4M |
| Lincoln National Corp. | 0.04% | Add +11.4% | 33,398 | $2.4M |
| Fermata Advisors, LLC | 0.53% | Reduce -44.3% | 33,150 | $2.3M |
| Rovin Capital /Ut/ | 0.89% | Add +6.8% | 30,556 | $2.2M |
| Capital Square, LLC | 1.51% | New | 30,225 | $2.1M |
| LRI Investments, LLC | 0.53% | — | 29,940 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.3% | 29,107 | $2.1M |
| Leo Wealth, LLC | 0.21% | Add +0.1% | 29,391 | $2.1M |
| Asset Allocation Strategies LLC | 0.73% | Reduce -1.9% | 29,144 | $2.1M |
| Ignite Planners, LLC | 0.56% | Add +8.4% | 28,350 | $2.0M |
| GHP Investment Advisors, Inc. | 0.10% | Reduce -0.8% | 27,929 | $2.0M |
| Courage Miller Partners, LLC | 0.68% | Reduce -1.6% | 27,916 | $2.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -8.5% | 27,891 | $2.0M |
| Aire Advisors, LLC | 0.44% | Add +0.1% | 27,754 | $2.0M |
| Black Diamond Financial, LLC | 0.53% | No change | 30,274 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.7% | 27,574 | $1.9M |
| Comerica Bank | 0.01% | Reduce -0.4% | 27,279 | $1.9M |
| Arden Trust Co | 0.26% | No change | 26,661 | $1.9M |
| Whitaker-Myers Wealth Managers, LTD. | 0.79% | Reduce -1.4% | 26,622 | $1.9M |
| Marino, Stram & Associates LLC | 0.43% | Add +3.3% | 25,926 | $1.8M |
| Arete Wealth Advisors, LLC | 0.17% | Add +2.5% | 25,332 | $1.8M |
| Hunter Associates Investment Management LLC | 0.30% | Add +4.3% | 24,885 | $1.8M |
| Perissos Private Wealth Management, LLC | 1.55% | — | 24,254 | $1.7M |
| Merit Financial Group, LLC | 0.04% | Reduce -6.4% | 24,555 | $1.7M |
| Belpointe Asset Management LLC | 0.12% | Add +283.6% | 22,986 | $1.6M |
| Eagle Strategies LLC | 0.35% | Reduce -77.6% | 22,261 | $1.6M |
| Horizon Investment Services, LLC | 0.76% | Add +10.0% | 21,940 | $1.6M |
| Prospect Financial Services LLC | 1.27% | Add +11.0% | 21,770 | $1.5M |
| Principal Securities, Inc. | 0.05% | Add +15.7% | 21,416 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +27.6% | 21,275 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +315.0% | 21,399 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 19,791 | $1.4M |
| PCA Investment Advisory Services Inc. | 0.78% | Add +15.3% | 19,687 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.9% | 19,530 | $1.4M |
| Hilltop Holdings Inc. | 0.15% | Add +27.1% | 19,384 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +28.9% | 19,383 | $1.4M |
| AdvisorNet Financial, Inc | 0.13% | Add +0.7% | 19,063 | $1.3M |
| Allegheny Financial Group | 0.41% | Add +37.5% | 18,684 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -4.3% | 16,669 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +40.5% | 16,638 | $1.2M |
| Money Concepts Capital Corp. | 0.11% | Reduce -6.9% | 16,216 | $1.1M |
| Diversify Advisory Services, LLC | 0.07% | — | 15,899 | $1.1M |
| Neumann Capital Management, LLC | 0.39% | Reduce -1.3% | 15,476 | $1.1M |
| Focus Financial Network, Inc. | 0.05% | — | 16,005 | $1.1M |
| Ieq Capital, LLC | 0.01% | No change | 14,370 | $1.0M |
| WR Wealth Planners, LLC | 0.31% | Reduce -20.1% | 14,132 | $999K |
| Carnegie Investment Counsel | 0.03% | Add +19.0% | 14,131 | $999K |
| Axxcess Wealth Management, LLC | 0.03% | Add +6.5% | 13,524 | $956K |
| Capital Asset Advisory Services LLC | 0.05% | Add +6.3% | 13,510 | $938K |
| HRC Wealth Management, LLC | 0.68% | Reduce -17.3% | 13,225 | $935K |
| Ausdal Financial Partners, Inc. | 0.11% | Add +30.8% | 13,223 | $935K |
| Susquehanna International Group, LLP | 0.00% | Add +154.3% | 13,183 | $932K |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 13,073 | $924K |
| Accel Wealth Management | 0.39% | Add +35.1% | 12,927 | $914K |
| Pacific Sun Financial Corp | 0.51% | Reduce -1.2% | 12,503 | $884K |
| Cape Investment Advisory, Inc. | 0.41% | Add +0.0% | 12,425 | $878K |
| First Horizon Advisors, Inc. | 0.03% | Reduce -27.5% | 12,341 | $872K |
| American Trust | 0.07% | Add +8.3% | 11,789 | $833K |
| KLR Investment Advisors, LLC | 0.59% | New | 12,405 | $818K |
| Founders Financial Securities LLC | 0.09% | New | 11,542 | $816K |
| Full Sail Capital, LLC | 0.06% | No change | 11,520 | $814K |
| DDFG, Inc | 0.26% | Reduce -32.7% | 11,496 | $813K |
| Pathstone Holdings, LLC | 0.00% | No change | 11,310 | $799K |
| Capital Analysts, LLC | 0.04% | Add +0.8% | 11,162 | $788K |
| Harbor Investment Advisory, LLC | 0.08% | No change | 10,930 | $773K |
| TD Private Client Wealth LLC | 0.02% | Reduce -10.2% | 10,518 | $743K |
| Rockport Wealth LLC | 0.49% | — | 10,497 | $738K |
| Fifth Third Securities, Inc. | 0.07% | Add +0.4% | 9,716 | $687K |
| Thrivent Financial for Lutherans | 0.00% | Add +32.9% | 9,656 | $683K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +15.8% | 9,630 | $681K |
| Stratos Wealth Advisors, LLC | 0.04% | New | 9,620 | $680K |
| Betterment LLC | 0.00% | Add +159.7% | 9,337 | $660K |
| Madison Wealth Partners, Inc | 0.23% | Reduce -1.0% | 9,141 | $646K |
| Willner & Heller, LLC | 0.64% | Add +4.8% | 9,105 | $644K |
| CGC Financial Services, LLC | 0.32% | Reduce -44.8% | 8,768 | $620K |
| HF Advisory Group, LLC | 0.34% | Add +3.4% | 8,684 | $614K |
| Mutual Advisors, LLC | 0.02% | Add +0.8% | 8,646 | $611K |
| James J. Burns & Company, LLC | 0.21% | Reduce -40.7% | 8,702 | $605K |
| Ridgewood Investments LLC | 0.32% | Add +9.8% | 8,524 | $602K |
| IHT Wealth Management, LLC | 0.02% | Add +9.7% | 8,493 | $600K |
| Flagstar Securities, Inc. | 0.17% | Reduce -18.1% | 8,389 | $593K |
| Burt Wealth Advisors | 0.15% | No change | 8,388 | $593K |
| Raymond James Trust N.A. | 0.01% | Reduce -21.6% | 8,361 | $591K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -11.5% | 8,301 | $587K |
| Falcon Wealth Planning | 0.09% | No change | 8,018 | $567K |
| MAI Capital Management | 0.01% | Reduce -4.8% | 8,010 | $566K |
| FMR LLC | 0.00% | Add +71.5% | 7,363 | $520K |
| Independent Financial Group, LLC | 0.02% | Add +9.5% | 7,216 | $510K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -21.3% | 7,200 | $509K |
| MidAtlantic Capital Management, Inc. | 0.44% | No change | 7,155 | $506K |
| Westside Investment Management, Inc. | 0.12% | Add +122.0% | 7,032 | $495K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -32.8% | 6,964 | $492K |
| Signal Advisors Wealth, LLC | 0.12% | Add +26.1% | 6,739 | $476K |
| Maripau Wealth Management LLC | 0.36% | Add +53.4% | 6,720 | $475K |
| McAdam, LLC | 0.03% | Reduce -0.8% | 6,699 | $473K |
| Afg Fiduciary Services Limited Partnership | 0.35% | No change | 6,750 | $472K |
| &partners | 0.06% | New | 6,644 | $470K |
| KPP Advisory Services LLC | 0.13% | New | 6,633 | $469K |
| American Money Management, LLC | 0.10% | No change | 6,500 | $459K |
| BlueChip Wealth Advisors LLC | 0.29% | Add +4.0% | 6,422 | $454K |
| Harbour Investments, Inc. | 0.02% | Add +13.4% | 6,350 | $449K |
| LongView Wealth Management | 0.18% | Reduce -0.5% | 6,307 | $446K |
| Davis Investment Partners, LLC | 0.19% | No change | 6,300 | $434K |
| Win Advisors, Inc. | 0.19% | New | 6,100 | $431K |
| Key Client Fiduciary Advisors, LLC | 0.23% | Add +0.2% | 6,086 | $430K |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 6,035 | $427K |
| Bank of Montreal | 0.00% | No change | 6,006 | $425K |
| Coldstream Capital Management Inc. | 0.01% | New | 5,897 | $417K |
| LaFleur & Godfrey LLC | 0.06% | Add +55.4% | 5,868 | $415K |
| Geneos Wealth Management Inc. | 0.02% | Add +2.6% | 5,768 | $408K |
| LexAurum Advisors, LLC | 0.10% | Add +3.5% | 5,727 | $405K |
| Avalon Trust Co | 0.03% | No change | 5,605 | $396K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -7.1% | 5,599 | $396K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -0.5% | 5,510 | $389K |
| TAP Consulting, LLC | 0.09% | Reduce -2.5% | 5,466 | $386K |
| Advisory Services Network, LLC | 0.01% | Reduce -26.5% | 5,436 | $384K |
| Blair William & Co. | 0.00% | Add +8.1% | 5,269 | $372K |
| Regal Investment Advisors LLC | 0.03% | Reduce -6.5% | 5,258 | $372K |
| IFP Advisors, Inc | 0.02% | Add +3.4% | 5,166 | $365K |
| Kaizen Financial Strategies | 0.24% | Add +19.0% | 5,063 | $358K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -3.3% | 5,028 | $355K |
| Prospera Financial Services Inc | 0.01% | Add +6.2% | 4,983 | $352K |
| Kaydan Wealth Management, Inc. | 0.12% | No change | 4,950 | $350K |
| Liberty Wealth Management LLC | 0.07% | Add +0.9% | 4,820 | $341K |
| Compound Planning, Inc. | 0.03% | Add +23.5% | 4,789 | $338K |
| High Net Worth Advisory Group LLC | 0.10% | No change | 4,500 | $318K |
| Asset Management Group, Inc. | 0.05% | Add +0.2% | 4,492 | $317K |
| Means Investment Co., Inc. | 0.04% | Add +6.2% | 4,393 | $310K |
| Journey Advisory Group, LLC | 0.04% | No change | 4,385 | $310K |
| Mayfair Advisory Group, LLC | 0.22% | Add +0.1% | 4,326 | $306K |
| US Bancorp \de | 0.00% | New | 4,293 | $303K |
| Richwood Investment Advisors, LLC | 0.26% | No change | 4,155 | $294K |
| Imprint Wealth LLC | 0.07% | New | 4,140 | $290K |
| WealthCare Investment Partners, LLC | 0.14% | Add +1.9% | 4,094 | $289K |
| Townsquare Capital LLC | 0.00% | Reduce -11.3% | 3,924 | $277K |
| Allworth Financial LP | 0.00% | Reduce -42.3% | 3,920 | $277K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -6.7% | 3,890 | $275K |
| Bogart Wealth, LLC | 0.01% | Reduce -11.2% | 3,889 | $275K |
| Northern Capital Management, Inc. | 0.19% | New | 3,880 | $274K |
| Brand Asset Management Group, Inc. | 0.12% | Reduce -1.3% | 3,813 | $270K |
| Horizon Family Wealth, Inc. | 0.21% | Reduce -84.6% | 3,810 | $269K |
| Rede Wealth, LLC | 0.11% | No change | 3,786 | $268K |
| StoneX Group Inc. | 0.02% | Reduce -1.4% | 3,785 | $268K |
| TAGStone Capital, Inc. | 0.15% | Add +2.8% | 3,629 | $256K |
| High Falls Advisors, Inc | 0.06% | No change | 3,503 | $248K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -6.5% | 3,483 | $246K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.4% | 3,479 | $246K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -1.4% | 3,479 | $246K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.0% | 3,440 | $243K |
| Strategic Financial Concepts, LLC | 0.06% | New | 3,376 | $239K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,368 | $238K |
| Interchange Capital Partners, LLC | 0.16% | Reduce -2.7% | 3,353 | $238K |
| Delta Asset Management LLC | 0.02% | No change | 3,360 | $237K |
| FC Advisory LLC | 0.09% | Add +0.2% | 3,358 | $237K |
| Sage Financial Group Inc. | 0.02% | No change | 3,296 | $233K |
| Strategic Advocates LLC | 0.09% | No change | 3,237 | $229K |
| Roman Butler Fullerton & Co. | 0.09% | Add +894.8% | 3,462 | $228K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 3,131 | $221K |
| Foundations Investment Advisors, LLC | 0.01% | New | 3,087 | $218K |
| Evanson Asset Management, LLC | 0.02% | New | 3,000 | $212K |
| Cerity Partners LLC | 0.00% | Reduce -15.0% | 2,998 | $212K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -21.4% | 2,987 | $211K |
| T. Rowe Price Associates Inc. | 0.00% | New | 2,956 | $209K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Add +1.1% | 2,520 | $178K |
| Eagle Bay Advisors LLC | 0.11% | No change | 2,400 | $170K |
| Assetmark, Inc. | 0.00% | Reduce -99.8% | 2,253 | $159K |
| City State Bank | 0.07% | No change | 2,148 | $152K |
| Aspire Wealth Management Corp | 0.09% | Add +0.2% | 2,100 | $148K |
| Caitlin John, LLC | 0.11% | No change | 2,073 | $147K |
| Private Trust Co. NA | 0.01% | Reduce -31.4% | 1,900 | $134K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -5.3% | 1,813 | $128K |
| Private Capital Management LLC | 0.03% | No change | 1,800 | $127K |
| NBT Bank, N.A. | 0.01% | No change | 1,652 | $117K |
| Beacon Capital Management, LLC | 0.02% | New | 1,536 | $109K |
| Financial Perspectives, Inc | 0.04% | Add +0.2% | 1,382 | $98K |
| MGB Wealth Management, LLC | 0.04% | No change | 1,300 | $92K |
| Parallel Advisors, LLC | 0.00% | Add +1018.5% | 1,208 | $85K |
| Sunbelt Securities, Inc. | 0.01% | Add +300.7% | 1,098 | $78K |
| EPG Wealth Management LLC | 0.02% | Add +4.9% | 1,024 | $72K |
| Concord Wealth Partners | 0.01% | New | 982 | $69K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 906 | $64K |
| St. Johns Investment Management Company, LLC | 0.03% | Reduce -25.8% | 900 | $64K |
| Operose Advisors LLC | 0.02% | No change | 888 | $63K |
| Qube Research & Technologies Ltd | 0.00% | No change | 818 | $58K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 774 | $55K |
| Lanark Financial, Inc. | 0.00% | Reduce -9.9% | 726 | $51K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 713 | $50K |
| WASHINGTON TRUST Co | 0.00% | New | 636 | $45K |
| Salomon & Ludwin, LLC | 0.00% | No change | 576 | $41K |
| MCF Advisors LLC | 0.00% | No change | 550 | $39K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -49.1% | 510 | $36K |
| Tsfg, LLC | 0.01% | Add +0.2% | 509 | $36K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 430 | $30K |
| Tyler-Stone Wealth Management | 0.01% | Reduce -32.8% | 426 | $30K |
| Oakworth Capital, Inc. | 0.00% | No change | 420 | $30K |
| M&R Capital Management Inc. | 0.01% | Add +253.0% | 406 | $29K |
| Realta Investment Advisors | 0.01% | New | 385 | $27K |
| Archer Investment Corp | 0.01% | No change | 342 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 276 | $20K |
| Whittier Trust Co. | 0.00% | No change | 240 | $17K |
| Main Street Group, LTD | 0.01% | Add +0.4% | 239 | $17K |
| Nordwand Advisors, LLC | 0.01% | No change | 226 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 210 | $15K |
| Farther Finance Advisors, LLC | 0.00% | No change | 210 | $15K |
| Element Wealth, LLC | 0.01% | No change | 185 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -42.0% | 164 | $12K |
| Arax Advisory Partners | 0.00% | No change | 157 | $11K |
| Wetzel Investment Advisors, Inc. | 0.01% | Add +6.8% | 157 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 132 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | Add +333.3% | 130 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -38.0% | 106 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 105 | $7K |
| Key Financial Inc | 0.00% | No change | 96 | $7K |
| Evermay Wealth Management LLC | 0.00% | New | 79 | $6K |
| Signaturefd, LLC | 0.00% | No change | 60 | $4K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 46 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 42 | $3K |
| Abound Wealth Management | 0.00% | New | 36 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 22 | $2K |
| Clear Point Advisors Inc. | 0.00% | No change | 19 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | — | 18 | $1K |
| First Personal Financial Services | 0.00% | New | 13 | $919 |
| Spire Wealth Management | 0.00% | No change | 10 | $707 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 5 | $353 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $71 |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.