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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$222K -$58.9K -1,775 -21%
KFA
77
Kelleher Financial Advisors
New York
$197K +$200K +6,025 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$178K +$27.9K +840 +18%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$163K – – –
IWM
80
IHT Wealth Management
Illinois
$154K +$16.8K +505 +12%
GRP
81
Global Retirement Partners
California
$125K +$30.7K +925 +32%
RCAG
82
Rehmann Capital Advisory Group
Michigan
$120K +$122K +3,675 New
PFBT
83
Parkside Financial Bank & Trust
Missouri
$115K – – –
NSIM
84
North Star Investment Management
Illinois
$87K – – –
FIB
85
First Interstate Bank
Montana
$82K – – –
BlackRock
86
BlackRock
New York
$74K +$74.7K +2,250 New
APA
87
American Portfolios Advisors
New York
$65K – – –
HS
88
Horan Securities
United States
$58K +$166 +5 +0.3%
PS
89
Portfolio Strategies
New York
$55K – – –
ASN
90
Advisory Services Network
Georgia
$48K – – –
IF
91
Ironwood Financial
Arizona
$41K – – –
SFSIG
92
San Francisco Sentry Investment Group
California
$40K – – –
WP
93
WealthShield Partners
North Carolina
$33K -$13.9K -420 -29%
AWM
94
Avior Wealth Management
Nebraska
$33K – – –
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$32K – – –
CFA
96
Carroll Financial Associates
North Carolina
$25K – – –
APP
97
Avantax Planning Partners
Iowa
$23K +$22.9K +690 New
AIM
98
Advantage Investment Management
Iowa
$20K – – –
FFW
99
Fusion Family Wealth
New York
$17K – – –
IA
100
IFP Advisors
Florida
$12K – – –