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iShares Morningstar Mid-Cap Growth ETF
IMCG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
251
High Falls Advisors
New York
$265K – – –
PFPT
252
Pinnacle Financial Partners (Tennessee)
Tennessee
$263K – – –
BCI
253
Brinker Capital Investments
Pennsylvania
$263K – – –
OPS
254
Orion Portfolio Solutions
Nebraska
$263K – – –
RWM
255
Revisor Wealth Management
Ohio
$262K +$256K +3,341 New
SFC
256
Strategic Financial Concepts
Texas
$262K +$19.9K +260 +8%
CAGAS
257
Capital Advisory Group Advisory Services
Minnesota
$256K +$259K +3,383 New
FA
258
FC Advisory
Pennsylvania
$255K +$612 +8 +0.2%
DC
259
Dahring Cusmano
Michigan
$255K +$258K +3,370 New
DAM
260
Delta Asset Management
Tennessee
$254K – – –
SFG
261
Sage Financial Group
Pennsylvania
$249K – – –
MWM
262
Modern Wealth Management
Kansas
$245K +$248K +3,241 New
SAW
263
Signal Advisors Wealth
Michigan
$240K -$3.9K -51 -2%
MWM
264
Maripau Wealth Management
Indiana
$240K +$244K +3,183 New
RBFC
265
Roman Butler Fullerton & Co
Missouri
$239K -$17.5K -229 -7%
QS
266
Quantitative Strategies
California
$237K +$239K +3,119 New
OIA
267
OneDigital Investment Advisors
Kansas
$237K +$77 +1 +0%
KCM
268
Kendall Capital Management
Maryland
$231K +$234K +3,061 New
PCA
269
Prosperity Capital Advisors
Ohio
$227K -$306 -4 -0.1%
MWM
270
Mascagni Wealth Management
Mississippi
$227K +$243K +3,182 New
AF
271
Allworth Financial
California
$227K -$4.05K -53 -2%
EAM
272
Evanson Asset Management
California
$227K – – –
ICMM
273
Integrated Capital Management (Michigan)
Michigan
$225K -$2.44M -31,885 -91%
SFG
274
Snider Financial Group
Washington
$224K +$227K +2,969 New
IAA
275
Independent Advisor Alliance
North Carolina
$224K +$226K +2,959 New
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