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iShares Morningstar Mid-Cap Growth ETF
IMCG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
251
Coppell Advisory Solutions
Texas
$271K +$77K +1,010 +51%
RW
252
Rede Wealth
Virginia
$270K – – –
MWM
253
Maripau Wealth Management
Indiana
$270K +$45.3K +595 +19%
SAW
254
Signal Advisors Wealth
Michigan
$270K +$45.3K +595 +19%
WIP
255
WealthCare Investment Partners
Rhode Island
$270K +$533 +7 +0.2%
RIA
256
Richwood Investment Advisors
Ohio
$268K – – –
TC
257
TAGStone Capital
North Carolina
$267K +$6.32K +83 +2%
BAMG
258
Brand Asset Management Group
Missouri
$263K – – –
IWN
259
Independent Wealth Network
Iowa
$259K +$64.9K +852 +31%
HFA
260
High Falls Advisors
New York
$259K +$9.3K +122 +3%
RBFC
261
Roman Butler Fullerton & Co
Missouri
$258K +$53.7K +705 +23%
SG
262
StoneX Group
New York
$252K -$11.7K -153 -4%
PFPT
263
Pinnacle Financial Partners (Tennessee)
Tennessee
$249K – – –
BCI
264
Brinker Capital Investments
Pennsylvania
$249K – – –
OPS
265
Orion Portfolio Solutions
Nebraska
$249K – – –
SFC
266
Strategic Financial Concepts
Texas
$248K +$457 +6 +0.2%
FCA
267
Fortis Capital Advisors
Kansas
$247K +$263K +3,452 New
FA
268
FC Advisory
Pennsylvania
$242K +$457 +6 +0.2%
DAM
269
Delta Asset Management
Tennessee
$240K – – –
MF
270
Montis Financial
Massachusetts
$238K -$119K -1,567 -32%
SFG
271
Sage Financial Group
Pennsylvania
$236K +$76 +1 +0%
MWM
272
Mascagni Wealth Management
Mississippi
$227K – – –
BWL
273
Bogart Wealth LLC
Virginia
$226K +$18.6K +244 +8%
KCM
274
Kendall Capital Management
Maryland
$219K +$152 +2 +0.1%
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$216K -$27.1K -355 -10%
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