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iShares Morningstar Mid-Cap Growth ETF
IMCG

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K – – –
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
CMA
203
Cedar Mountain Advisors
Oregon
$8K – – –
PAIM
204
Punch & Associates Investment Management
Minnesota
$8K +$8.48K +149 New
GWSG
205
GPS Wealth Strategies Group
Colorado
$6K -$398 -7 -6%
BA
206
Ballast Advisors
Minnesota
$6K – – –
PA
207
Parallel Advisors
California
$6K – – –
CA
208
CoreCap Advisors
Michigan
$6K +$6.38K +112 New
SWM
209
Selective Wealth Management
Virginia
$5K -$68.3K -1,200 -92%
KFI
210
Key Financial Inc
Pennsylvania
$5K – – –
HS
211
Horan Securities
United States
$3K – – –
LFG
212
Larson Financial Group
Missouri
$3K – – –
S
213
SignatureFD
Georgia
$3K – – –
PP
214
PrairieView Partners
Minnesota
$2K – – –
SWM
215
Spire Wealth Management
Virginia
$1K +$569 +10 New
WIM
216
Westside Investment Management
California
$155 – – –
AWM
217
AE Wealth Management
Kansas
– -$9.11M -141,728 Closed
AIP
218
Almanack Investment Partners
Pennsylvania
– -$8.68M -135,057 Closed
WCAMG
219
Woodard & Company Asset Management Group
North Carolina
– -$2.58M -40,103 Closed
RWA
220
Redhawk Wealth Advisors
Minnesota
– -$1.19M -18,479 Closed
VA
221
Valmark Advisers
Ohio
– -$795K -12,375 Closed
KWM
222
Kingsview Wealth Management
Oregon
– -$703K -10,936 Closed
EVM
223
Eaton Vance Management
Massachusetts
– -$617K -9,600 Closed
AWA
224
Arkadios Wealth Advisors
Georgia
– -$567K -8,817 Closed
AA
225
Advisory Alpha
Michigan
– -$368K -5,724 Closed
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9
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