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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kaydan Wealth Management
Michigan
$266K -$87 -1 -0%
SWA
227
SOA Wealth Advisors
New York
$263K
FA
228
Fiduciary Alliance
South Carolina
$261K
GLA
229
Good Life Advisors
Pennsylvania
$253K -$608 -7 -0.3%
LWANC
230
Laurel Wealth Advisors (North Carolina)
North Carolina
$252K
NFG
231
Nations Financial Group
Iowa
$249K +$87 +1 +0%
BSCCG
232
Blue Sky Capital Consultants Group
California
$247K
MG
233
McHugh Group
Ohio
$245K
SWA
234
Stratos Wealth Advisors
Ohio
$244K +$261 +3 +0.1%
CA
235
Cornerstone Advisory
Maryland
$244K +$174 +2 +0.1%
FIB
236
First Interstate Bank
Montana
$242K
MC
237
Mathes Company
New York
$242K
EB
238
Eastern Bank
Massachusetts
$241K
Cerity Partners
239
Cerity Partners
New York
$239K +$214K +2,469 New
BFS
240
BridgePort Financial Solutions
Iowa
$239K +$214K +2,468 New
DWM
241
Destination Wealth Management
California
$233K -$45.5K -524 -18%
NP
242
Nilsine Partners
Colorado
$233K +$208K +2,400 New
FIC
243
Family Investment Center
Missouri
$232K +$208K +2,398 New
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$228K -$23.2K -267 -10%
FEM
245
Fulcrum Equity Management
Texas
$227K +$203K +2,339 New
HIA
246
Harbor Investment Advisory
Maryland
$225K +$2.17K +25 +1%
SWAG
247
Spectrum Wealth Advisory Group
California
$221K +$198K +2,280 New
OC
248
Oppenheimer & Co
New York
$220K +$197K +2,269 New
MC
249
McCarthy & Cox
Ohio
$218K +$195K +2,250 New
PCH
250
PGIM Custom Harvest
New Jersey
$218K +$195K +2,250 New