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iShares Morningstar Mid-Cap Growth ETF
IMCG

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
151
Fermata Advisors
California
$590K -$1.66M -24,449 -74%
MA
152
Mutual Advisors
Nebraska
$583K -$11K -162 -2%
LG
153
LaFleur & Godfrey
Michigan
$579K +$182K +2,677 +46%
BWA
154
Burt Wealth Advisors
Maryland
$568K – – –
KPWS
155
Kestra Private Wealth Services
Texas
$565K +$333K +4,900 +142%
MCWS
156
McKinley Carter Wealth Services
West Virginia
$559K -$3.67K -54 -0.7%
MCM
157
MAI Capital Management
Ohio
$543K +$272 +4 +0%
FWP
158
Falcon Wealth Planning
California
$542K -$952 -14 -0.2%
FA
159
Flagstar Advisors
New York
$530K -$38.4K -565 -7%
SOS
160
Silver Oak Securities
Tennessee
$508K +$36.4K +535 +8%
RIA
161
Regal Investment Advisors
Michigan
$508K +$152K +2,239 +43%
HI
162
Harbour Investments
Wisconsin
$501K +$71.1K +1,045 +16%
KWA
163
Kingswood Wealth Advisors
California
$500K +$91.6K +1,347 +22%
WIM
164
Westside Investment Management
California
$496K +$20.1K +295 +4%
PA
165
Pinnacle Associates
New York
$488K – – –
MCM
166
MidAtlantic Capital Management
Virginia
$485K – – –
KAS
167
KPP Advisory Services
Kentucky
$475K +$25.9K +381 +6%
IA
168
IFG Advisory
Georgia
$469K +$471K +6,929 New
AFS
169
AFG Fiduciary Services
Massachusetts
$468K – – –
ML
170
McAdam LLC
Pennsylvania
$458K +$4.35K +64 +1%
BWA
171
BlueChip Wealth Advisors
Georgia
$455K +$19.9K +292 +5%
LWM
172
LongView Wealth Management
Georgia
$448K +$20.8K +306 +5%
SWA
173
Stratos Wealth Advisors
Ohio
$438K -$215K -3,157 -33%
DIP
174
Davis Investment Partners
North Carolina
$437K – – –
LA
175
LexAurum Advisors
Kansas
$414K +$26.2K +385 +7%
5 6
7
8 9