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iShares Morningstar Mid-Cap Growth ETF
IMCG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
326
Elevation Wealth Partners
California
$18.2K – – –
OP
327
ORG Partners
Indiana
$18K +$19.1K +251 New
MSG
328
Main Street Group
Virginia
$17.2K – – –
WT
329
Whittier Trust
California
$17.1K – – –
T
330
Transce3nd
Texas
$16.6K +$17.7K +232 New
EB
331
Eastern Bank
Massachusetts
$15.9K – – –
FDCDDQ
332
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15K – – –
NP
333
NorthRock Partners
Minnesota
$13K – – –
SWM
334
Spire Wealth Management
Virginia
$12.1K +$5.71K +75 +80%
GJIA
335
Glass Jacobson Investment Advisors
Maryland
$9.52K – – –
CMA
336
Cedar Mountain Advisors
Oregon
$8.64K – – –
EWA
337
EverSource Wealth Advisors
Alabama
$7.5K – – –
KFI
338
Key Financial Inc
Pennsylvania
$6.86K – – –
BDPWM
339
Barnes Dennig Private Wealth Management
Ohio
$5.57K +$5.94K +78 New
S
340
SignatureFD
Georgia
$4.29K -$5.49K -72 -55%
NC
341
North Capital
Utah
$4.02K +$4.27K +56 New
PA
342
Pineridge Advisors
Missouri
$4K +$4.27K +56 New
SSB
343
Sandy Spring Bank
Maryland
$3.71K +$3.96K +52 New
ADL
344
Asset Dedication LLC
California
$3.44K – – –
EWM
345
EPG Wealth Management
Georgia
$3.43K – – –
RPCA
346
Running Point Capital Advisors
California
$3.29K – – –
PP
347
PrairieView Partners
Minnesota
$3K – – –
KFGG
348
Keystone Financial Group (Georgia)
Georgia
$2.89K – – –
AG
349
AmeriFlex Group
Nevada
$2.5K – – –
LRWM
350
Lord & Richards Wealth Management
Colorado
$2.14K +$2.29K +30 New
12 13
14
15 16