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iShares Morningstar Mid-Cap Growth ETF
IMCG

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
326
Granite Investment Partners
California
$217K – – –
FHA
327
Flagship Harbor Advisors
Massachusetts
$215K +$198K +2,189 New
UCFA
328
United Capital Financial Advisors
Texas
$215K +$197K +2,188 New
LSA
329
Lansing Street Advisors
Pennsylvania
$212K +$195K +2,160 New
BPA
330
Beacon Pointe Advisors
California
$211K +$194K +2,151 New
CCFM
331
Clear Creek Financial Management
Washington
$211K +$194K +2,149 New
CSB
332
City State Bank
Iowa
$211K – – –
TCM
333
Telos Capital Management
California
$209K +$192K +2,127 New
CI
334
CX Institutional
Indiana
$206K +$2.89K +32 +2%
TLA
335
Tanglewood Legacy Advisors
Texas
$206K – – –
CWM
336
Carolina Wealth Management
North Carolina
$205K +$188K +2,086 New
KP
337
Keel Point
Alabama
$205K -$86.7K -961 -32%
NF
338
Nvest Financial
New Hampshire
$203K +$186K +2,064 New
PWS
339
Proactive Wealth Strategies
Georgia
$203K +$186K +2,062 New
WWM
340
Western Wealth Management
Colorado
$200K +$184K +2,036 New
TPCW
341
TD Private Client Wealth
New York
$175K -$53.7K -595 -25%
BTD
342
BankPlus Trust Department
Mississippi
$172K – – –
NB
343
NBT Bank
New York
$162K – – –
FHC
344
First Horizon Corporation
Tennessee
$160K – – –
FP
345
Financial Perspectives
Minnesota
$154K +$180 +2 +0.1%
OCWP
346
Owl Creek Wealth Partners
Colorado
$152K – – –
CF
347
Centaurus Financial
California
$145K – – –
AWM
348
AE Wealth Management
Kansas
$129K -$1.56M -17,273 -93%
CWP
349
Concord Wealth Partners
Virginia
$110K +$101K +1,122 New
PWA
350
Provenance Wealth Advisors
Florida
$102K – – –
12 13
14
15 16