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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Cornerstone Advisory
Maryland
$295K +$224 +2 +0.1%
MC
252
Mathes Company
New York
$293K
FIB
253
First Interstate Bank
Montana
$293K
MWM
254
Mission Wealth Management
California
$293K +$280K +2,500 New
EB
255
Eastern Bank
Massachusetts
$291K
NFG
256
Nations Financial Group
Iowa
$289K +$112 +1 +0%
BFS
257
BridgePort Financial Solutions
Iowa
$289K
OC
258
Opinicus Capital
Florida
$286K +$224 +2 +0.1%
DWM
259
Destination Wealth Management
California
$282K
NP
260
Nilsine Partners
Colorado
$281K
FIC
261
Family Investment Center
Missouri
$281K
BSCCG
262
Blue Sky Capital Consultants Group
California
$279K
NL
263
NWAM LLC
Washington
$273K +$261K +2,333 New
MCM
264
Mainstay Capital Management
Michigan
$272K
AFA
265
Arlington Financial Advisors
California
$271K +$7.49K +67 +3%
KIM
266
Kestra Investment Management
Texas
$268K +$256K +2,293 New
PCH
267
PGIM Custom Harvest
New Jersey
$263K
RIA
268
Regal Investment Advisors
Michigan
$263K +$251K +2,248 New
Lido Advisors
269
Lido Advisors
California
$263K -$1.15M -10,243 -82%
AF
270
Allworth Financial
California
$260K -$2.79K -25 -1%
OIA
271
OneDigital Investment Advisors
Kansas
$260K +$249K +2,223 New
KWA
272
Kingswood Wealth Advisors
California
$258K +$783 +7 +0.3%
NIWA
273
New Insight Wealth Advisors
California
$256K -$191K -1,711 -44%
DAS
274
Dynamic Advisor Solutions
Arizona
$252K +$241K +2,155 New
SFS
275
Sowell Financial Services
Arkansas
$252K