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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UB
226
UMB Bank
Missouri
$73.7K – – –
CFGS
227
Concourse Financial Group Securities
Alabama
$69.8K – – –
IPW
228
Impact Partnership Wealth
Georgia
$69.1K – – –
WTA
229
Washington Trust Advisors
Massachusetts
$56.6K – – –
SSB
230
Sandy Spring Bank
Maryland
$55.6K +$53.1K +737 New
RIA
231
Realta Investment Advisors
Delaware
$54.2K +$51.7K +718 New
KA
232
Kozak & Associates
Colorado
$49.1K +$72 +1 +0.2%
EW
233
Element Wealth
Mississippi
$40.6K – – –
MCM
234
MidAtlantic Capital Management
Virginia
$40.3K – – –
CJ
235
Caitlin John
Michigan
$34.5K – – –
GJIA
236
Glass Jacobson Investment Advisors
Maryland
$32.7K +$72 +1 +0.2%
SWM
237
Spire Wealth Management
Virginia
$30.2K -$3.1K -43 -10%
SN
238
Sittner & Nelson
Oregon
$29.6K – – –
FCA
239
FinTrust Capital Advisors
South Carolina
$26.8K – – –
NB
240
NBT Bank
New York
$21.6K +$20.6K +286 New
JFA
241
JNBA Financial Advisors
Minnesota
$21.1K – – –
PA
242
PSI Advisors
Florida
$18.3K – – –
CCMI
243
Creative Capital Management Investments
California
$16.6K +$15.8K +220 New
GAA
244
Global Assets Advisory
Florida
$13.8K +$13.2K +183 New
AIC
245
Archer Investment Corporation
Indiana
$12.1K – – –
DF
246
Dunhill Financial
United Kingdom
$9.8K – – –
Russell Investments Group
247
Russell Investments Group
United Kingdom
$7.21K -$13.3K -184 -66%
VL
248
Vima LLC
Michigan
$6.37K – – –
WAM
249
WFA Asset Management
Wisconsin
$3.94K – – –
CP
250
Castleview Partners
Texas
$3.1K +$2.16K +30 +273%