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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$78.9K +$74.2K +969 New
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$76.8K -$367K -4,800 -84%
WTA
228
Washington Trust Advisors
Massachusetts
$61.1K
SSB
229
Sandy Spring Bank
Maryland
$60K
RIA
230
Realta Investment Advisors
Delaware
$58.5K
KA
231
Kozak & Associates
Colorado
$53.4K +$77 +1 +0.2%
SL
232
Salomon & Ludwin
Virginia
$52.8K -$59.7K -780 -55%
EW
233
Element Wealth
Mississippi
$43.8K
MCM
234
MidAtlantic Capital Management
Virginia
$43.5K
LFG
235
Larson Financial Group
Missouri
$40.7K +$38.3K +500 New
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
$39.4K -$110K -1,441 -75%
CJ
237
Caitlin John
Michigan
$37.2K
GJIA
238
Glass Jacobson Investment Advisors
Maryland
$35.3K
SN
239
Sittner & Nelson
Oregon
$31.9K
FCA
240
FinTrust Capital Advisors
South Carolina
$28.9K
PA
241
Pineridge Advisors
Missouri
$24.8K +$23.3K +304 New
NB
242
NBT Bank
New York
$23.3K
JFA
243
JNBA Financial Advisors
Minnesota
$22.7K
PA
244
PSI Advisors
Florida
$19.8K +$77 +1 +0.4%
AIC
245
Archer Investment Corporation
Indiana
$13K
DF
246
Dunhill Financial
United Kingdom
$10.6K
PMFA
247
Plante Moran Financial Advisors
Michigan
$8.71K +$8.19K +107 New
Russell Investments Group
248
Russell Investments Group
United Kingdom
$7.78K +$77 +1 +1%
WAM
249
WFA Asset Management
Wisconsin
$4.25K
CAS
250
Coppell Advisory Solutions
Texas
$2.44K +$2.3K +30 New