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iShares Morningstar Mid-Cap Growth ETF
IMCG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
251
Richwood Investment Advisors
Ohio
$310K – – –
TC
252
TAGStone Capital
North Carolina
$310K +$245 +3 +0.1%
CCM
253
Chilton Capital Management
Texas
$307K +$302K +3,708 New
DAS
254
Dynamic Advisor Solutions
Arizona
$304K -$12.4K -152 -4%
BAMG
255
Brand Asset Management Group
Missouri
$295K -$5.14K -63 -2%
PFPT
256
Pinnacle Financial Partners (Tennessee)
Tennessee
$293K – – –
JCM
257
Jacobi Capital Management
Pennsylvania
$291K +$7.91K +97 +3%
AF
258
Allworth Financial
California
$290K +$57.4K +704 +25%
HFA
259
High Falls Advisors
New York
$290K – – –
DADC
260
D.A. Davidson & Co
Montana
$286K +$72.6K +890 +35%
SG
261
StoneX Group
New York
$284K -$10.2K -125 -4%
FA
262
FC Advisory
Pennsylvania
$280K – – –
DAM
263
Delta Asset Management
Tennessee
$278K – – –
JIC
264
Johnson Investment Counsel
Ohio
$277K +$82 +1 +0%
VA
265
Valmark Advisers
Ohio
$276K +$59.3K +727 +28%
SWP
266
Stratos Wealth Partners
Ohio
$272K – – –
SFC
267
Strategic Financial Concepts
Texas
$267K +$489 +6 +0.2%
BWL
268
Bogart Wealth LLC
Virginia
$257K -$4.08K -50 -2%
CW
269
CreativeOne Wealth
Kansas
$257K -$37.5K -460 -13%
KCM
270
Kendall Capital Management
Maryland
$254K +$163 +2 +0.1%
EAM
271
Evanson Asset Management
California
$248K – – –
MPIA
272
Milestones Private Investment Advisors
New York
$239K – – –
SFG
273
Snider Financial Group
Washington
$238K – – –
RIP
274
RAM Investment Partners
Washington
$237K – – –
PCA
275
Prosperity Capital Advisors
Ohio
$235K +$82 +1 +0%
9 10
11
12 13