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iShares Morningstar Mid-Cap Growth ETF
IMCG

Name Holding Trade Value Shares
Change 		Change in
Stake
ICCON
376
Investment Counsel Company of Nevada
Nevada
$11.4K +$11.6K +143 New
CMA
377
Cedar Mountain Advisors
Oregon
$9.66K – – –
BFO
378
Biltmore Family Office
North Carolina
$9.58K +$9.75K +120 New
EWA
379
EverSource Wealth Advisors
Alabama
$8.38K – – –
CJ
380
Caitlin John
Michigan
$8.14K – – –
BL
381
BFSG LLC
California
$7.98K +$8.13K +100 New
SWM
382
Spire Wealth Management
Virginia
$7.82K – – –
KFI
383
Key Financial Inc
Pennsylvania
$7.67K – – –
BDPWM
384
Barnes Dennig Private Wealth Management
Ohio
$6.23K – – –
TCOT
385
Trust Company of Toledo
Ohio
$5.03K – – –
TFA
386
Transamerica Financial Advisors
Florida
$4.89K -$81 -1 -2%
S
387
SignatureFD
Georgia
$4.79K – – –
ADL
388
Asset Dedication LLC
California
$3.87K – – –
EWM
389
EPG Wealth Management
Georgia
$3.83K – – –
KFGG
390
Keystone Financial Group (Georgia)
Georgia
$3.19K – – –
AUB
391
Atlantic Union Bankshares
Virginia
$3.03K – – –
OL
392
one8zero8 LLC
North Carolina
$2.4K +$2.44K +30 New
CPBTD
393
Central Pacific Bank - Trust Division
Hawaii
$1.44K – – –
MBFW
394
Morton Brown Family Wealth
Pennsylvania
$399 – – –
SEP
395
Signature Equity Partners
Ohio
$399 +$406 +5 New
PWM
396
Provident Wealth Management
Tennessee
$80 – – –
WCAMG
397
Woodard & Company Asset Management Group
North Carolina
$65 -$1.06K -13 -93%
FF
398
Fortitude Financial
Washington
– -$14.1M -169,478 Closed
ECA
399
Elevation Capital Advisory
Oregon
– -$7.73M -93,437 Closed
BIP
400
Bouvel Investment Partners
Pennsylvania
– -$2.54M -30,668 Closed
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