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iShares Morningstar Growth ETF
ILCG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPG
276
Pinnacle Financial Partners (Georgia)
Georgia
$251K – – –
RRA
277
Red Reef Advisors
Florida
$250K – – –
5W
278
5T Wealth
California
$245K +$234K +2,091 New
RWM
279
Redstone Wealth Management
Oklahoma
$245K -$245K -2,191 -51%
CA
280
CoreCap Advisors
Michigan
$244K -$11.7K -105 -5%
CCA
281
Cadent Capital Advisors
Oklahoma
$237K +$227K +2,030 New
AWM
282
AE Wealth Management
Kansas
$237K +$6.15K +55 +3%
FFG
283
Floyd Financial Group
Missouri
$232K – – –
WIM
284
WealthPlan Investment Management
Nebraska
$230K +$219K +1,962 New
HIA
285
Harbor Investment Advisory
Maryland
$228K -$7.6K -68 -3%
WA
286
WBH Advisory
Maryland
$227K -$69.9K -625 -24%
FLI
287
Family Legacy Inc
South Carolina
$221K +$211K +1,886 New
SWAG
288
Spectrum Wealth Advisory Group
California
$206K +$197K +1,761 New
PFA
289
Pathway Financial Advisors
Vermont
$206K +$202K +1,805 New
CA
290
Crewe Advisors
Utah
$204K – – –
TAFW
291
Tred Avon Family Wealth
Maryland
$202K +$193K +1,730 New
HFS
292
Hantz Financial Services
Michigan
$193K – – –
HHGA
293
Halbert Hargrove Global Advisors
California
$187K -$22.5K -201 -11%
GFA
294
Godfrey Financial Associates
New York
$181K – – –
TFGT
295
TS Financial Group (TSFG)
Illinois
$152K – – –
HBW
296
Hazlett, Burt & Watson
West Virginia
$141K – – –
AP
297
Atwood & Palmer
Missouri
$132K +$112 +1 +0.1%
RRMM
298
Regatta Research & Money Management
Louisiana
$131K +$125K +1,116 New
CMA
299
Cedar Mountain Advisors
Oregon
$119K – – –
CCMI
300
Creative Capital Management Investments
California
$118K – – –
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