iShares Morningstar Mid-CapIMCGETF
13F holders, Q1 2025 (March 31)358holders +2
29new positions
26sold out
2famous investors
$71.35avg. 13F price*
At the end of Q1 2025, 358 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, up 2 from Q4 2024. 29 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($143.7M), Ameriprise Financial Inc. ($130.6M) and Morgan Stanley ($69.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $24.0M |
| Exits | 26 | $23.1M |
All 13F filers, Q4 2024 → Q1 2025: 2,613,081 shares bought and 1,153,921 shares sold, net +1,459,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 358 holders
| LPL Financial LLC | 0.06% | Add +69.1% | 2,011,284 | $143.7M |
| Ameriprise Financial Inc. | 0.04% | Add +31.2% | 1,828,545 | $130.6M |
| Morgan Stanley | 0.01% | Add +6.2% | 970,692 | $69.3M |
| Raymond James Financial Inc. | 0.03% | Add +4.3% | 942,937 | $67.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +13.9% | 726,769 | $51.9M |
| Avior Wealth Management, LLC | 1.66% | Add +9.9% | 613,033 | $43.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.4% | 612,373 | $43.7M |
| Wells Fargo & Company | 0.01% | Add +3.8% | 594,238 | $42.4M |
| Avantax Advisory Services, Inc. | 0.24% | Add +1.1% | 546,122 | $39.0M |
| AdvisorShares Investments LLC | 7.57% | Reduce -1.7% | 537,602 | $38.6M |
| UBS Group AG | 0.01% | Reduce -0.1% | 476,115 | $34.0M |
| Royal Bank of Canada | 0.01% | Add +6.7% | 468,698 | $33.5M |
| Osaic Holdings, Inc. | 0.07% | Reduce -20.0% | 453,498 | $32.4M |
| Victory Financial Group, LLC | 5.01% | Add +14.9% | 365,633 | $26.1M |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 334,650 | $23.9M |
| Mariner, LLC | 0.04% | Add +18.4% | 321,641 | $23.0M |
| Cornerstone Planning Group LLC | 5.47% | Add +5.8% | 329,167 | $22.9M |
| Orgel Wealth Management, LLC | 0.56% | Reduce -3.9% | 300,058 | $21.4M |
| Creative Financial Designs Inc. | 1.67% | Add +1.7% | 292,636 | $20.9M |
| Cetera Investment Advisers | 0.04% | Add +10.9% | 284,479 | $20.3M |
| Cosner Financial Group, LLC | 12.05% | Add +8.8% | 275,817 | $19.7M |
| Rodgers & Associates, LTD | 1.95% | Add +1.8% | 223,421 | $16.0M |
| Cwm, LLC | 0.06% | Add +57.3% | 207,237 | $14.8M |
| Equitable Holdings, Inc. | 0.13% | Add +39.3% | 195,130 | $13.9M |
| Arax Advisory Partners | 0.85% | Add +13.8% | 185,219 | $13.2M |
| IAG Wealth Partners, LLC | 2.05% | Add +8.2% | 184,465 | $13.2M |
| Matrix Trust Co | 2.22% | Reduce -0.3% | 183,907 | $13.1M |
| Steele Capital Management, Inc. | 0.68% | Reduce -0.3% | 183,907 | $13.1M |
| Capital Wealth Management, LLC | 4.78% | Add +3.4% | 161,446 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.5% | 160,911 | $11.5M |
| Bedel Financial Consulting, Inc. | 1.58% | Add +63.9% | 151,151 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.3% | 144,821 | $10.3M |
| Sigma Planning Corp | 0.29% | Reduce -2.3% | 128,755 | $9.2M |
| Eagle Strategies LLC | 1.55% | Add +4.8% | 124,753 | $8.9M |
| Employees' Retirement Fund of the City of Fort Worth | 4.33% | No change | 123,000 | $8.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -42.1% | 122,427 | $8.7M |
| Elevation Capital Advisory, LLC | 3.81% | New | 122,260 | $8.7M |
| Integrated Investment Consultants, LLC | 1.72% | Add +8.9% | 123,849 | $8.6M |
| Scott Capital Advisors, LLC | 2.57% | Reduce -1.2% | 120,501 | $8.6M |
| Mgo One Seven LLC | 0.31% | Add +3.7% | 112,865 | $8.1M |
| Marmo Financial Group, LLC | 4.30% | Reduce -6.1% | 109,953 | $7.9M |
| Nations Financial Group Inc, /Ia/ | 0.59% | Add +8.1% | 108,937 | $7.8M |
| Silver Oak Wealth Advisors Services, LLC | 6.52% | Add +0.8% | 102,406 | $7.3M |
| Truist Financial Corp. | 0.01% | Reduce -6.7% | 102,056 | $7.3M |
| PFS Partners, LLC | 3.64% | Add +2.2% | 95,669 | $6.8M |
| PTM Wealth Management, LLC | 7.08% | — | 106,229 | $6.7M |
| Allegheny Financial Group | 1.71% | Add +60.5% | 93,276 | $6.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +1.1% | 88,804 | $6.3M |
| Wood Tarver Financial Group, LLC | 2.05% | Add +11.4% | 88,343 | $6.3M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -0.8% | 87,886 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.5% | 80,660 | $5.8M |
| Ipsen Advisor Group LLC | 4.73% | Add +0.8% | 76,945 | $5.5M |
| Wolf Group Capital Advisors | 1.77% | Reduce -0.4% | 73,823 | $5.3M |
| OxenFree Capital LLC | 3.89% | Add +7.7% | 76,971 | $5.1M |
| Certified Advisory Corp | 0.54% | Reduce -0.7% | 67,132 | $4.8M |
| Tandem Financial, LLC | 5.17% | Add +1.3% | 66,428 | $4.7M |
| Forte Capital LLC | 0.54% | Reduce -2.8% | 63,830 | $4.6M |
| MML Investors Services, LLC | 0.01% | Reduce -19.1% | 62,349 | $4.5M |
| Castle Wealth Management LLC | 1.70% | Add +2.1% | 60,779 | $4.3M |
| Summit Asset Management, LLC | 0.73% | Reduce -0.2% | 59,265 | $4.2M |
| Verde Capital Management | 1.20% | Add +7.4% | 59,238 | $4.2M |
| Virtus Wealth Solutions LLC | 1.17% | Add +0.2% | 53,930 | $3.9M |
| &partners | 0.04% | Add +13.2% | 53,028 | $3.8M |
| Kellett Wealth Advisors, LLC | 2.60% | Add +5.1% | 52,597 | $3.8M |
| Nwam LLC | 0.32% | Add +0.1% | 52,014 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +12.3% | 50,201 | $3.6M |
| Merit Financial Group, LLC | 0.05% | Add +14.9% | 49,610 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.2% | 47,805 | $3.4M |
| Kingswood Wealth Advisors, LLC | 0.31% | Reduce -0.0% | 47,805 | $3.4M |
| Sovran Advisors, LLC | 0.44% | Add +29.2% | 49,235 | $3.4M |
| Chaney Capital Management, Inc. | 1.48% | Add +7.6% | 46,526 | $3.3M |
| Rovin Capital /Ut/ | 0.97% | Add +1.4% | 42,336 | $3.0M |
| Valley National Advisers Inc. | 0.54% | Add +2.6% | 41,719 | $3.0M |
| PFG Advisors | 0.17% | Reduce -13.8% | 41,391 | $3.0M |
| Marino, Stram & Associates LLC | 0.65% | Add +35.7% | 41,012 | $2.9M |
| Creative Planning | 0.00% | Add +3.6% | 40,862 | $2.9M |
| Caliber Wealth Management, LLC / KS | 0.39% | — | 39,789 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | New | 39,474 | $2.8M |
| Diversify Wealth Management, LLC | 0.21% | Add +64.8% | 38,573 | $2.8M |
| Family Legacy, Inc. | 0.92% | Reduce -8.8% | 37,663 | $2.7M |
| Black Diamond Financial, LLC | 0.39% | Add +8.4% | 36,166 | $2.6M |
| DDFG, Inc | 0.70% | Add +154.9% | 35,268 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -15.4% | 34,574 | $2.5M |
| Visionary Wealth Advisors | 0.15% | Reduce -2.9% | 34,364 | $2.5M |
| Denver Wealth Management, Inc. | 1.11% | New | 34,016 | $2.4M |
| Prospect Financial Services LLC | 1.33% | Add +23.5% | 33,629 | $2.4M |
| Principal Securities, Inc. | 0.05% | Add +4.1% | 29,623 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 30,545 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Add +4.9% | 30,264 | $2.2M |
| Blair William & Co. | 0.01% | Add +2.2% | 30,216 | $2.2M |
| LRI Investments, LLC | 0.21% | No change | 29,730 | $2.1M |
| Capital Square, LLC | 1.22% | Reduce -1.9% | 29,150 | $2.1M |
| Ignite Planners, LLC | 0.39% | Reduce -23.4% | 27,924 | $2.0M |
| Aire Advisors, LLC | 0.42% | Reduce -1.9% | 27,988 | $2.0M |
| GHP Investment Advisors, Inc. | 0.09% | Add +0.0% | 27,489 | $2.0M |
| Courage Miller Partners, LLC | 0.63% | Reduce -2.2% | 26,084 | $1.9M |
| Arete Wealth Advisors, LLC | 0.14% | Add +1.2% | 26,045 | $1.9M |
| Beam Wealth Advisors, Inc. | 0.62% | Add +9.8% | 25,535 | $1.8M |
| Hunter Associates Investment Management LLC | 0.27% | Reduce -4.7% | 24,773 | $1.8M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +1.9% | 23,390 | $1.7M |
| Comerica Bank | 0.01% | Reduce -3.2% | 23,166 | $1.7M |
| Hilltop Holdings Inc. | 0.10% | Reduce -5.3% | 22,668 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 22,344 | $1.6M |
| Betterment LLC | 0.00% | Add +4.7% | 22,152 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -10.3% | 22,086 | $1.6M |
| Bonfire Financial | 1.44% | Reduce -5.7% | 21,821 | $1.6M |
| Stanich Group LLC | 1.15% | Add +2.3% | 21,735 | $1.6M |
| Jim Saulnier & Associates, LLC | 1.21% | Add +4.4% | 21,683 | $1.5M |
| Liberty Square Wealth Partners LLC | 0.59% | Add +0.0% | 21,518 | $1.5M |
| Horizon Investment Services, LLC | 0.74% | Reduce -4.1% | 21,223 | $1.5M |
| Truepoint, Inc. | 0.04% | New | 21,151 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.1% | 21,023 | $1.5M |
| Nottingham Advisors, Inc. | 0.22% | No change | 20,569 | $1.5M |
| Ibex Wealth Advisors | 0.19% | Reduce -8.0% | 20,428 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.7% | 19,942 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +10.2% | 19,754 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +6.9% | 19,736 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +1499.8% | 19,694 | $1.4M |
| AdvisorNet Financial, Inc | 0.10% | Add +2.2% | 19,652 | $1.4M |
| Accel Wealth Management | 0.50% | Add +12.3% | 19,400 | $1.4M |
| Lloyd Advisory Services, LLC. | 0.69% | New | 19,310 | $1.4M |
| Integrity Alliance, Llc. | 0.05% | New | 19,269 | $1.4M |
| Perissos Private Wealth Management, LLC | 1.21% | Reduce -1.6% | 18,562 | $1.3M |
| Capital Asset Advisory Services LLC | 0.07% | Add +3.7% | 17,515 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +40.3% | 17,829 | $1.3M |
| PCA Investment Advisory Services Inc. | 0.67% | Reduce -10.6% | 17,783 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +3.5% | 17,468 | $1.2M |
| Diversify Advisory Services, LLC | 0.08% | Add +12.1% | 17,345 | $1.2M |
| United Advisor Group, LLC | 0.25% | Add +19.9% | 17,388 | $1.2M |
| Money Concepts Capital Corp. | 0.09% | Add +3.2% | 16,998 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -6.3% | 16,739 | $1.2M |
| IFP Advisors, Inc | 0.04% | Reduce -12.2% | 16,690 | $1.2M |
| Nilsine Partners, LLC | 0.13% | Add +0.6% | 16,030 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +0.1% | 15,828 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -73.2% | 15,624 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 15,501 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.5% | 15,434 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.5% | 15,173 | $1.1M |
| Cerro Pacific Wealth Advisors LLC | 0.35% | Add +193.3% | 14,338 | $1.1M |
| Neumann Capital Management, LLC | 0.37% | No change | 15,076 | $1.1M |
| Compound Planning, Inc. | 0.05% | Add +8.2% | 14,919 | $1.1M |
| Ieq Capital, LLC | 0.01% | No change | 14,525 | $1.0M |
| James J. Burns & Company, LLC | 0.18% | Add +0.7% | 14,294 | $1.0M |
| Belpointe Asset Management LLC | 0.05% | Add +34.4% | 14,259 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -80.6% | 13,816 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.2% | 14,178 | $1.0M |
| Carnegie Investment Counsel | 0.02% | Add +5.1% | 15,211 | $981K |
| OneDigital Investment Advisors LLC | 0.01% | Add +335.8% | 13,654 | $975K |
| Silver Oak Securities, Incorporated | 0.09% | Add +18.3% | 13,088 | $933K |
| HF Advisory Group, LLC | 0.40% | Add +1.2% | 12,869 | $919K |
| Mayfair Advisory Group, LLC | 0.53% | Add +38.2% | 12,843 | $917K |
| Private Advisory Group LLC | 0.10% | Reduce -12.7% | 12,729 | $909K |
| Pacific Sun Financial Corp | 0.51% | Add +2.6% | 12,658 | $904K |
| Eclectic Associates Inc. | 0.24% | New | 12,632 | $902K |
| Citadel Advisors | 0.00% | Add +360.0% | 12,590 | $899K |
| FMR LLC | 0.00% | Reduce -23.5% | 12,480 | $891K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +14.6% | 12,176 | $870K |
| Financial Freedom, LLC | 0.50% | Reduce -37.9% | 12,111 | $865K |
| Cape Investment Advisory, Inc. | 0.33% | Reduce -4.3% | 11,708 | $836K |
| HRC Wealth Management, LLC | 0.52% | Reduce -14.6% | 11,706 | $836K |
| Capital Analysts, LLC | 0.03% | Reduce -1.6% | 11,672 | $834K |
| Full Sail Capital, LLC | 0.05% | No change | 11,520 | $823K |
| Asset Allocation Strategies LLC | 0.20% | Reduce -25.4% | 11,512 | $822K |
| Jones Financial Companies LLLP | 0.00% | Add +133.3% | 11,207 | $799K |
| Cresset Asset Management, LLC | 0.00% | No change | 11,114 | $794K |
| Corient Private Wealth LP | 0.00% | Reduce -25.3% | 11,086 | $792K |
| Harbor Investment Advisory, LLC | 0.08% | No change | 10,930 | $781K |
| Keyvantage Wealth, LLC | 0.37% | Reduce -55.4% | 10,578 | $756K |
| Independent Financial Group, LLC | 0.03% | Reduce -2.2% | 10,525 | $752K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -9.8% | 10,232 | $731K |
| Willner & Heller, LLC | 0.64% | Add +0.9% | 9,687 | $692K |
| LaFleur & Godfrey LLC | 0.09% | Add +1.1% | 9,627 | $688K |
| Pathstone Holdings, LLC | 0.00% | Reduce -12.2% | 9,600 | $686K |
| Renaissance Technologies | 0.00% | Reduce -49.7% | 9,600 | $686K |
| G&S Capital LLC | 0.29% | Add +4.0% | 9,488 | $678K |
| Ridgewood Investments LLC | 0.31% | No change | 9,370 | $669K |
| Prospera Financial Services Inc | 0.02% | Reduce -72.2% | 9,280 | $663K |
| IHT Wealth Management, LLC | 0.02% | Add +0.1% | 9,164 | $655K |
| AtlasMark Financial, Inc | 0.60% | No change | 9,000 | $643K |
| Harbour Investments, Inc. | 0.02% | Add +1.1% | 9,000 | $643K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -26.8% | 8,963 | $640K |
| Armstrong, Fleming & Moore, Inc | 0.77% | New | 8,849 | $632K |
| Madison Wealth Partners, Inc | 0.15% | Reduce -6.5% | 8,609 | $615K |
| Michels Family Financial, LLC | 0.55% | Reduce -0.2% | 8,515 | $608K |
| Burt Wealth Advisors | 0.15% | Add +0.2% | 8,402 | $600K |
| Mutual Advisors, LLC | 0.02% | Reduce -7.2% | 8,323 | $593K |
| QRG Capital Management, Inc. | 0.01% | New | 8,242 | $589K |
| KPP Advisory Services LLC | 0.11% | Reduce -2.2% | 8,032 | $574K |
| Falcon Wealth Planning | 0.06% | No change | 8,003 | $572K |
| First Bank & Trust | 0.11% | Add +85.0% | 7,749 | $554K |
| Park Avenue Securities LLC | 0.01% | Reduce -72.8% | 7,660 | $547K |
| Bank of Montreal | 0.00% | Add +26.4% | 7,656 | $547K |
| Whitaker-Myers Wealth Managers, LTD. | 0.15% | Reduce -3.5% | 7,643 | $546K |
| Clearbridge Investments, LLC | 0.00% | New | 7,558 | $540K |
| Regal Investment Advisors LLC | 0.04% | Add +2.3% | 7,458 | $533K |
| Key Client Fiduciary Advisors, LLC | 0.24% | Add +21.0% | 7,411 | $529K |
| Atria Investments, Inc | 0.01% | Reduce -0.2% | 7,341 | $524K |
| Fermata Advisors, LLC | 0.09% | Reduce -2.9% | 7,268 | $519K |
| MidAtlantic Capital Management, Inc. | 0.40% | No change | 7,155 | $511K |
| Pinnacle Associates Ltd. | 0.01% | Add +43.7% | 6,897 | $493K |
| Flagstar Securities, Inc. | 0.12% | Reduce -11.1% | 6,794 | $485K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.2% | 6,746 | $482K |
| Everstar Asset Management, LLC | 0.31% | Reduce -16.5% | 6,650 | $475K |
| Afg Fiduciary Services Limited Partnership | 0.34% | No change | 6,750 | $467K |
| Geneos Wealth Management Inc. | 0.02% | Add +10.5% | 6,526 | $466K |
| Cerity Partners LLC | 0.00% | Reduce -1.2% | 6,422 | $459K |
| Addison Advisors LLC | 0.12% | No change | 6,370 | $455K |
| CFS Investment Advisory Services, LLC | 0.04% | New | 6,319 | $451K |
| Faithward Advisors, LLC | 0.08% | Add +16.0% | 6,297 | $450K |
| HRT Financial LP | 0.00% | New | 6,083 | $434K |
| Davis Investment Partners, LLC | 0.19% | No change | 6,300 | $433K |
| Kaizen Financial Strategies | 0.24% | Reduce -4.8% | 5,804 | $415K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -80.4% | 5,778 | $413K |
| American Money Management, LLC | 0.08% | No change | 5,668 | $405K |
| WealthTrak Capital Management LLC | 0.35% | Reduce -4.2% | 5,614 | $401K |
| B.O.S.S. Retirement Advisors, LLC | 0.12% | New | 5,550 | $396K |
| BlueChip Wealth Advisors LLC | 0.19% | New | 5,539 | $396K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,409 | $386K |
| Transcend Capital Advisors, LLC | 0.03% | Add +5.3% | 5,289 | $378K |
| Westside Investment Management, Inc. | 0.08% | Reduce -25.4% | 5,250 | $376K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -86.4% | 5,153 | $368K |
| McAdam, LLC | 0.02% | Reduce -27.9% | 5,148 | $368K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1337.5% | 5,750 | $364K |
| Benjamin Edwards Inc. | 0.01% | No change | 5,019 | $359K |
| Avalon Trust Co | 0.03% | No change | 5,000 | $357K |
| Kaydan Wealth Management, Inc. | 0.11% | No change | 4,950 | $354K |
| Assetmark, Inc. | 0.00% | Add +4.7% | 4,840 | $346K |
| LexAurum Advisors, LLC | 0.07% | Reduce -2.9% | 4,838 | $346K |
| IFG Advisory, LLC | 0.02% | Reduce -35.2% | 4,826 | $345K |
| Liberty Wealth Management LLC | 0.06% | Add +0.1% | 4,728 | $338K |
| Unified Investment Management | 0.40% | Reduce -0.2% | 4,713 | $337K |
| Blalock Williams, LLC | 0.38% | No change | 4,700 | $336K |
| US Bancorp \de | 0.00% | Reduce -0.9% | 4,606 | $329K |
| Means Investment Co., Inc. | 0.03% | Reduce -16.9% | 4,598 | $328K |
| MAI Capital Management | 0.00% | Reduce -10.8% | 4,593 | $328K |
| Asset Management Group, Inc. | 0.06% | Add +0.2% | 4,528 | $323K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 4,500 | $321K |
| Journey Advisory Group, LLC | 0.03% | No change | 4,385 | $313K |
| Larson Financial Group LLC | 0.01% | No change | 4,329 | $309K |
| Nova Wealth Management, Inc. | 0.27% | Add +4219.0% | 4,319 | $309K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -0.1% | 4,183 | $299K |
| Silverlake Wealth Management LLC | 0.11% | Add +44.0% | 4,169 | $298K |
| Revisor Wealth Management LLC | 0.13% | Add +24.3% | 4,153 | $297K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.9% | 4,111 | $296K |
| Private Trust Co. NA | 0.03% | Add +85.0% | 4,003 | $286K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,891 | $278K |
| Northern Capital Management, Inc. | 0.18% | No change | 3,880 | $277K |
| GWN Securities Inc. | 0.02% | New | 3,878 | $277K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +8.8% | 3,874 | $277K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,870 | $276K |
| Horizon Family Wealth, Inc. | 0.18% | Reduce -21.7% | 3,838 | $274K |
| Coppell Advisory Solutions LLC | 0.04% | Add +51.0% | 2,989 | $271K |
| Rede Wealth, LLC | 0.10% | No change | 3,786 | $270K |
| Maripau Wealth Management LLC | 0.15% | Add +18.7% | 3,778 | $270K |
| Signal Advisors Wealth, LLC | 0.03% | Add +18.7% | 3,778 | $270K |
| WealthCare Investment Partners, LLC | 0.11% | Add +0.2% | 4,058 | $270K |
| Richwood Investment Advisors, LLC | 0.23% | No change | 3,750 | $268K |
| TAGStone Capital, Inc. | 0.13% | Add +2.3% | 3,742 | $267K |
| Brand Asset Management Group, Inc. | 0.11% | No change | 3,686 | $263K |
| Independent Wealth Network Inc. | 0.10% | Add +30.6% | 3,633 | $259K |
| High Falls Advisors, Inc | 0.06% | Add +3.5% | 3,625 | $259K |
| Roman Butler Fullerton & Co. | 0.10% | Add +23.2% | 3,742 | $258K |
| StoneX Group Inc. | 0.01% | Reduce -4.2% | 3,524 | $252K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 3,483 | $249K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 3,479 | $249K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 3,479 | $249K |
| Strategic Financial Concepts, LLC | 0.05% | Add +0.2% | 3,469 | $248K |
| Fortis Capital Advisors, LLC | 0.05% | New | 3,452 | $247K |
| FC Advisory LLC | 0.08% | Add +0.2% | 3,385 | $242K |
| Delta Asset Management LLC | 0.02% | No change | 3,360 | $240K |
| Montis Financial, LLC | 0.07% | Reduce -32.0% | 3,329 | $238K |
| Sage Financial Group Inc. | 0.02% | Add +0.0% | 3,297 | $236K |
| Mascagni Wealth Management, Inc. | 0.23% | No change | 3,182 | $227K |
| Bogart Wealth, LLC | 0.01% | Add +8.4% | 3,160 | $226K |
| Kendall Capital Management | 0.06% | Add +0.1% | 3,063 | $219K |
| Capital Advisory Group Advisory Services, LLC | 0.08% | Reduce -10.5% | 3,028 | $216K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,000 | $214K |
| Dahring | Cusmano LLC | 0.18% | Reduce -11.4% | 2,987 | $213K |
| Stephens Inc. | 0.00% | New | 2,952 | $211K |
| Snider Financial Group | 0.07% | Reduce -3.3% | 2,871 | $205K |
| RAM Investment Partners, LLC | 0.05% | No change | 2,865 | $205K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -5.6% | 2,841 | $204K |
| Integrated Capital Management, LLC | 0.11% | Reduce -3.9% | 2,857 | $204K |
| Allworth Financial LP | 0.00% | Reduce -0.9% | 2,829 | $201K |
| TD Private Client Wealth LLC | 0.01% | Reduce -74.4% | 2,699 | $193K |
| Opal Wealth Advisors, LLC | 0.06% | New | 2,572 | $184K |
| Smartleaf Asset Management LLC | 0.02% | Add +19.9% | 2,335 | $166K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 2,255 | $161K |
| City State Bank | 0.05% | No change | 2,148 | $153K |
| Tanglewood Legacy Advisors, LLC | 0.07% | No change | 2,094 | $150K |
| BankPlus Trust Department | 0.04% | No change | 1,752 | $125K |
| NBT Bank, N.A. | 0.01% | No change | 1,652 | $118K |
| Financial Perspectives, Inc | 0.04% | Add +11.7% | 1,553 | $111K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,536 | $110K |
| Parallel Advisors, LLC | 0.00% | Add +28.2% | 1,410 | $101K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,300 | $93K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +96.5% | 1,252 | $89K |
| Blue Trust, Inc. | 0.00% | No change | 1,080 | $77K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,011 | $72K |
| Synergy Investment Management, LLC | 0.03% | No change | 980 | $70K |
| Operose Advisors LLC | 0.02% | No change | 888 | $63K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 886 | $63K |
| Franklin Resources Inc. | 0.00% | No change | 827 | $59K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 774 | $55K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 719 | $51K |
| Lanark Financial, Inc. | 0.00% | — | 726 | $51K |
| Towne Trust Company, N.A | 0.01% | New | 554 | $40K |
| MCF Advisors LLC | 0.00% | No change | 550 | $39K |
| Tsfg, LLC | 0.01% | No change | 513 | $37K |
| Salomon & Ludwin, LLC | 0.00% | No change | 517 | $37K |
| GeoWealth Management, LLC | 0.00% | Reduce -99.7% | 514 | $37K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 510 | $36K |
| St. Johns Investment Management Company, LLC | 0.02% | Reduce -37.5% | 500 | $36K |
| Compass Planning Associates Inc | 0.04% | Add +74.8% | 500 | $36K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 497 | $36K |
| Glen Eagle Advisors, LLC | 0.01% | Add +20.3% | 475 | $34K |
| Russell Investments Group, Ltd. | 0.00% | Add +347.2% | 474 | $34K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -50.0% | 453 | $32K |
| Oakworth Capital, Inc. | 0.00% | No change | 420 | $30K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 400 | $29K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -12.6% | 395 | $28K |
| Nemes Rush Group LLC | 0.00% | New | 364 | $26K |
| Archer Investment Corp | 0.01% | No change | 342 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 276 | $20K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 266 | $19K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 255 | $18K |
| ORG Partners LLC | 0.00% | New | 251 | $18K |
| Main Street Group, LTD | 0.01% | No change | 241 | $17K |
| Whittier Trust Co. | 0.00% | No change | 240 | $17K |
| Transce3nd, LLC | 0.01% | New | 232 | $17K |
| Eastern Bank | 0.00% | No change | 222 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 210 | $15K |
| NorthRock Partners, LLC | 0.00% | No change | 182 | $13K |
| Spire Wealth Management | 0.00% | Add +79.8% | 169 | $12K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 126 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 121 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 105 | $8K |
| Key Financial Inc | 0.00% | No change | 96 | $7K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | — | 78 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -54.5% | 60 | $4K |
| North Capital, Inc. | 0.00% | — | 56 | $4K |
| Pineridge Advisors LLC | 0.00% | New | 56 | $4K |
| Sandy Spring Bank | 0.00% | New | 52 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 48 | $3K |
| EPG Wealth Management LLC | 0.00% | No change | 48 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 46 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 42 | $3K |
| Keystone Financial Group, Inc. | 0.00% | No change | 40 | $3K |
| Ameriflex Group, Inc. | 0.00% | No change | 35 | $3K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 30 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 22 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $1K |
| Quadrant Capital Group LLC | 0.00% | No change | 16 | $1K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Reduce -99.4% | 14 | $987 |
| Farther Finance Advisors, LLC | 0.00% | No change | 13 | $959 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 5 | $357 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $71 |
| Anderson Financial Strategies, LLC | 0.00% | New | 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.