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iShares Morningstar Growth ETF
ILCG

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
226
Good Harbor Advisors
Massachusetts
$312K +$313K +3,000 New
KLI
227
Kelman-Lazarov Inc
Tennessee
$308K +$104 +1 +0%
MMHP
228
Murphy Middleton Hinkle & Parker
Georgia
$308K +$285K +2,730 New
FHC
229
First Heartland Consultants
Missouri
$307K +$522 +5 +0.2%
JAA
230
Joel Adams & Associates
North Carolina
$306K -$8.15K -78 -3%
EWM
231
Elevation Wealth Management
Minnesota
$302K +$303K +2,906 New
OC
232
Opinicus Capital
Florida
$295K -$1.57K -15 -0.5%
SG
233
StoneX Group
New York
$292K – – –
SWA
234
Stratos Wealth Advisors
Ohio
$291K +$418 +4 +0.1%
KAS
235
KPP Advisory Services
Kentucky
$287K +$73.1K +700 +34%
KWM
236
Kaydan Wealth Management
Michigan
$286K – – –
SWA
237
SOA Wealth Advisors
New York
$282K +$104 +1 +0%
FA
238
Fiduciary Alliance
South Carolina
$280K – – –
SWM
239
Sherman Wealth Management
Maryland
$275K +$276K +2,641 New
OP
240
ORG Partners
Indiana
$273K +$64.4K +617 +31%
LWANC
241
Laurel Wealth Advisors (North Carolina)
North Carolina
$271K +$272K +2,600 New
AWM
242
AE Wealth Management
Kansas
$268K -$2.09M -20,013 -89%
MG
243
McHugh Group
Ohio
$263K – – –
FEM
244
Fulcrum Equity Management
Texas
$263K -$5.43K -52 -2%
CA
245
Cornerstone Advisory
Maryland
$262K +$313 +3 +0.1%
FIB
246
First Interstate Bank
Montana
$260K – – –
MC
247
Mathes Company
New York
$260K – – –
EB
248
Eastern Bank
Massachusetts
$259K – – –
GAG
249
Goodman Advisory Group
Massachusetts
$258K -$19.1M -182,924 -99%
NFG
250
Nations Financial Group
Iowa
$257K -$10.2K -98 -4%
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