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iShares Morningstar Mid-Cap Growth ETF
IMCG

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
201
WealthCare Investment Partners
Rhode Island
$278K +$476 +7 +0.2%
RIA
202
Richwood Investment Advisors
Ohio
$272K -$9.18K -135 -3%
TC
203
TownSquare Capital
Utah
$266K – – –
CA
204
Clearstead Advisors
Ohio
$264K +$265K +3,890 New
NCMW
205
Northern Capital Management (Washington)
Washington
$263K – – –
RW
206
Rede Wealth
Virginia
$257K – – –
SG
207
StoneX Group
New York
$254K -$2.45K -36 -1%
BAMG
208
Brand Asset Management Group
Missouri
$254K -$4.56K -67 -2%
BWL
209
Bogart Wealth LLC
Virginia
$249K -$14.6K -215 -6%
TC
210
TAGStone Capital
North Carolina
$246K +$204 +3 +0.1%
RBFC
211
Roman Butler Fullerton & Co
Missouri
$245K +$10.1K +149 +4%
HFA
212
High Falls Advisors
New York
$237K – – –
AF
213
Allworth Financial
California
$237K -$31.2K -459 -12%
PFPT
214
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K – – –
BCI
215
Brinker Capital Investments
Pennsylvania
$236K – – –
OPS
216
Orion Portfolio Solutions
Nebraska
$236K – – –
HFW
217
Horizon Family Wealth
Illinois
$229K +$272 +4 +0.1%
SAM
218
Silvercrest Asset Management
New York
$228K – – –
FA
219
FC Advisory
Pennsylvania
$228K +$340 +5 +0.1%
DAM
220
Delta Asset Management
Tennessee
$228K – – –
SFG
221
Sage Financial Group
Pennsylvania
$223K – – –
SA
222
Strategic Advocates
Utah
$219K – – –
ICP
223
Interchange Capital Partners
Pennsylvania
$219K -$8.23K -121 -4%
RIP
224
RAM Investment Partners
Washington
$214K +$215K +3,165 New
OIA
225
OneDigital Investment Advisors
Kansas
$212K +$68 +1 +0%
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