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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
PSI Advisors
Florida
$16.5K +$63 +1 +0.4%
AIC
227
Archer Investment Corporation
Indiana
$10.9K
DF
228
Dunhill Financial
United Kingdom
$8.81K +$8.22K +130 New
VL
229
Vima LLC
Michigan
$7.8K +$7.27K +115 New
WAM
230
WFA Asset Management
Wisconsin
$3.54K +$3.29K +52 New
CAS
231
Coppell Advisory Solutions
Texas
$2.04K +$1.9K +30 New
CP
232
Castleview Partners
Texas
$746 +$696 +11 New
IGWM
233
ICA Group Wealth Management
Colorado
$543 +$506 +8 New
AA
234
Addison Advisors
Vermont
$272
HNB
235
Huntington National Bank
Ohio
$68
CA
236
Clearstead Advisors
Ohio
-$36.6M -614,062 Closed
FTUS
237
Flow Traders U.S.
New York
-$2.56M -42,871 Closed
NFG
238
Nations Financial Group
Iowa
-$2.44M -40,876 Closed
Marshall Wace
239
Marshall Wace
United Kingdom
-$637K -10,675 Closed
Jane Street
240
Jane Street
New York
-$636K -10,658 Closed
CRC
241
Curi RMB Capital
Illinois
-$529K -8,875 Closed
CSPIA
242
Cary Street Partners Investment Advisory
Virginia
-$264K -4,427 Closed
Mercer Global Advisors
243
Mercer Global Advisors
Colorado
-$245K -4,111 Closed
KFA
244
Kelleher Financial Advisors
New York
-$237K -3,970 Closed
LAM
245
LifePro Asset Management
California
-$205K -3,432 Closed
SSWM
246
Sheets Smith Wealth Management
North Carolina
-$70.1K -1,175 Closed
RIA
247
Realta Investment Advisors
Delaware
-$44.7K -717 Closed
Legacy Financial Group (Iowa)
248
Legacy Financial Group (Iowa)
Iowa
-$36.7K -615 Closed
BF
249
BOK Financial
Oklahoma
-$21.7K -370 Closed
FAM
250
Flaharty Asset Management
Florida
-$14.9K -250 Closed