IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
326
Quest 10 Wealth Builders
Virginia
$19K +$20.3K +266 New
EWP
327
Elevation Wealth Partners
California
$18.2K – – –
OP
328
ORG Partners
Indiana
$18K +$19.1K +251 New
MSG
329
Main Street Group
Virginia
$17.2K – – –
WT
330
Whittier Trust
California
$17.1K – – –
T
331
Transce3nd
Texas
$16.6K +$17.7K +232 New
EB
332
Eastern Bank
Massachusetts
$15.9K – – –
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15K – – –
NP
334
NorthRock Partners
Minnesota
$13K – – –
SWM
335
Spire Wealth Management
Virginia
$12.1K +$5.71K +75 +80%
GJIA
336
Glass Jacobson Investment Advisors
Maryland
$9.52K – – –
CMA
337
Cedar Mountain Advisors
Oregon
$8.64K – – –
EWA
338
EverSource Wealth Advisors
Alabama
$7.5K – – –
KFI
339
Key Financial Inc
Pennsylvania
$6.86K – – –
BDPWM
340
Barnes Dennig Private Wealth Management
Ohio
$5.57K +$5.94K +78 New
S
341
SignatureFD
Georgia
$4.29K -$5.49K -72 -55%
NC
342
North Capital
Utah
$4.02K +$4.27K +56 New
PA
343
Pineridge Advisors
Missouri
$4K +$4.27K +56 New
SSB
344
Sandy Spring Bank
Maryland
$3.71K +$3.96K +52 New
ADL
345
Asset Dedication LLC
California
$3.44K – – –
EWM
346
EPG Wealth Management
Georgia
$3.43K – – –
RPCA
347
Running Point Capital Advisors
California
$3.29K – – –
PP
348
PrairieView Partners
Minnesota
$3K – – –
KFGG
349
Keystone Financial Group (Georgia)
Georgia
$2.89K – – –
AG
350
AmeriFlex Group
Nevada
$2.5K – – –
12 13
14
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