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iShares Morningstar Mid-Cap Growth ETF
IMCG

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
126
Windsor Wealth Management
Indiana
$564K – – –
FTS
127
Fifth Third Securities
Ohio
$541K +$23.4K +388 +4%
FA
128
Flagstar Advisors
New York
$530K +$83.8K +1,389 +18%
CAL
129
Capital Analysts LLC
Pennsylvania
$514K -$271K -4,488 -33%
MWP
130
Madison Wealth Partners
Wisconsin
$509K +$8.45K +140 +2%
MA
131
Mutual Advisors
Nebraska
$496K +$30.2K +500 +6%
BWA
132
Burt Wealth Advisors
Maryland
$479K – – –
NCMW
133
Northern Capital Management (Washington)
Washington
$474K -$3.25M -53,942 -87%
CA
134
Cetera Advisors
Colorado
$472K +$41.6K +689 +9%
CFS
135
CGC Financial Services
Oregon
$467K -$4.95K -82 -1%
MCM
136
MAI Capital Management
Ohio
$465K +$243K +4,032 +98%
FWP
137
Falcon Wealth Planning
California
$458K – – –
TPCW
138
TD Private Client Wealth
New York
$458K +$40.4K +670 +9%
JWCA
139
J.W. Cole Advisors
Florida
$458K -$53.9K -893 -10%
HAG
140
HF Advisory Group
Maryland
$455K +$12.8K +213 +3%
RI
141
Ridgewood Investments
New Jersey
$443K -$60 -1 -0%
DWMG
142
DB Wealth Management Group
California
$435K -$1.93K -32 -0.4%
AWM
143
Accel Wealth Management
Iowa
$435K -$6.09K -101 -1%
IWM
144
IHT Wealth Management
Illinois
$432K -$28K -464 -6%
TC
145
TownSquare Capital
Utah
$414K -$262K -4,340 -37%
IA
146
IFG Advisory
Georgia
$391K +$413K +6,852 New
PA
147
Pinnacle Associates
New York
$386K – – –
AFS
148
AFG Fiduciary Services
Massachusetts
$384K – – –
AMM
149
American Money Management
California
$371K – – –
SOS
150
Silver Oak Securities
Tennessee
$366K +$40.7K +674 +12%
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6
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