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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
251
BridgePort Financial Solutions
Iowa
$236K
OC
252
Opinicus Capital
Florida
$233K -$39.8K -392 -14%
DWM
253
Destination Wealth Management
California
$230K
FIC
254
Family Investment Center
Missouri
$229K
BSCCG
255
Blue Sky Capital Consultants Group
California
$227K
MCM
256
Mainstay Capital Management
Michigan
$222K
AFA
257
Arlington Financial Advisors
California
$215K +$229K +2,252 New
PCH
258
PGIM Custom Harvest
New Jersey
$215K
AF
259
Allworth Financial
California
$215K
FFG
260
Floyd Financial Group
Missouri
$213K
EWS
261
Evergreen Wealth Solutions
Pennsylvania
$212K
KWA
262
Kingswood Wealth Advisors
California
$210K +$12.7K +125 +6%
CA
263
CoreCap Advisors
Michigan
$209K -$15.6K -154 -7%
SFS
264
Sowell Financial Services
Arkansas
$205K +$102 +1 +0%
PFPG
265
Pinnacle Financial Partners (Georgia)
Georgia
$205K
RRA
266
Red Reef Advisors
Florida
$204K
HIA
267
Harbor Investment Advisory
Maryland
$193K -$30.5K -300 -13%
AWM
268
AE Wealth Management
Kansas
$188K -$60.9K -600 -23%
HHGA
269
Halbert Hargrove Global Advisors
California
$171K
CA
270
Crewe Advisors
Utah
$166K
HFS
271
Hantz Financial Services
Michigan
$157K +$122K +1,200 +268%
GFA
272
Godfrey Financial Associates
New York
$148K +$2.54K +25 +2%
CAM
273
Costello Asset Management
Pennsylvania
$131K +$1.02K +10 +0.7%
TFGT
274
TS Financial Group (TSFG)
Illinois
$124K
HBW
275
Hazlett, Burt & Watson
West Virginia
$115K