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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
251
Glass Jacobson Investment Advisors
Maryland
$39K – – –
CVM
252
Cheviot Value Management
California
$38.9K +$40.6K +458 New
AWM
253
Atticus Wealth Management
Florida
$35.8K +$89 +1 +0.2%
RF
254
Rossby Financial
Florida
$30.6K +$33K +372 New
NB
255
NBT Bank
New York
$23.2K – – –
BIG
256
Brooklyn Investment Group
New York
$22.4K +$24.5K +277 New
JFA
257
JNBA Financial Advisors
Minnesota
$20.7K -$2.04K -23 -8%
NWM
258
Nova Wealth Management
Florida
$14.2K – – –
AIC
259
Archer Investment Corporation
Indiana
$13K – – –
DF
260
Dunhill Financial
United Kingdom
$10.5K – – –
ADL
261
Asset Dedication LLC
California
$9.07K +$9.93K +112 New
PMFA
262
Plante Moran Financial Advisors
Michigan
$8.67K – – –
SMA
263
Sage Mountain Advisors
Georgia
$8.1K – – –
Russell Investments Group
264
Russell Investments Group
United Kingdom
$7.37K – – –
CAL
265
Capital Analysts LLC
Pennsylvania
$7K -$389K -4,387 -98%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$5.99K -$17.6K -199 -73%
WAM
267
WFA Asset Management
Wisconsin
$3.94K – – –
TLA
268
Tanglewood Legacy Advisors
Texas
$3.56K +$3.9K +44 New
HIW
269
Holos Integrated Wealth
Pennsylvania
$2.9K – – –
FFA
270
Farther Finance Advisors
California
$2.13K +$2.3K +26 New
AA
271
Addison Advisors
Vermont
$1.3K – – –
SAM
272
Smartleaf Asset Management
Massachusetts
$405 -$364K -4,111 -100%
HNB
273
Huntington National Bank
Ohio
$81 – – –
KA
274
Kozak & Associates
Colorado
$57 -$35.7K -403 -100%
LAS
275
Legacy Advisory Services
Pennsylvania
– -$7.28M -81,237 Closed