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iShares Morningstar Mid-Cap Growth ETF
IMCG

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
226
FDx Advisors
Illinois
$222K +$203K +3,447 New
KPWS
227
Kestra Private Wealth Services
Texas
$222K +$202K +3,439 New
SAM
228
Silvercrest Asset Management
New York
$217K +$198K +3,368 New
DAM
229
Delta Asset Management
Tennessee
$217K – – –
FA
230
FC Advisory
Pennsylvania
$216K +$197K +3,351 New
SFG
231
Sage Financial Group
Pennsylvania
$212K +$194K +3,296 New
SA
232
Strategic Advocates
Utah
$209K +$190K +3,237 New
WIM
233
Westside Investment Management
California
$204K – – –
OIA
234
OneDigital Investment Advisors
Kansas
$202K +$184K +3,131 New
PTC
235
Private Trust Company
Ohio
$179K +$25K +425 +18%
WCAMG
236
Woodard & Company Asset Management Group
North Carolina
$161K -$4.29K -73 -3%
EBA
237
Eagle Bay Advisors
New York
$155K – – –
CSB
238
City State Bank
Iowa
$138K – – –
AWM
239
Aspire Wealth Management
Massachusetts
$135K -$70.5K -1,200 -36%
CJ
240
Caitlin John
Michigan
$134K +$122K +2,073 New
SAM
241
Smartleaf Asset Management
Massachusetts
$124K +$112K +1,914 New
PCMC
242
Private Capital Management (Colorado)
Colorado
$116K – – –
TWC
243
TD Waterhouse Canada
Ontario, Canada
$112K -$36K -612 -25%
NB
244
NBT Bank
New York
$106K +$97.1K +1,652 New
FP
245
Financial Perspectives
Minnesota
$88.9K +$411 +7 +0.5%
MWM
246
MGB Wealth Management
Texas
$83.8K +$76.4K +1,300 New
SJIM
247
St. Johns Investment Management
Florida
$78.2K – – –
BCWM
248
Bartlett & Co Wealth Management
Ohio
$65K +$58.9K +1,002 New
BC
249
Bartlett & Co
Ohio
$65K +$58.9K +1,002 New
EWM
250
EPG Wealth Management
Georgia
$64.2K – – –
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