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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$381K -$114K -2,930 -23%
BSW
77
Buckingham Strategic Wealth
Missouri
$366K – – –
VFA
78
Voya Financial Advisors
Connecticut
$359K +$25K +645 +7%
PAS
79
Park Avenue Securities
New York
$323K +$327K +8,425 New
VCM
80
Vision Capital Management
Oregon
$305K -$36.9K -950 -11%
NNP
81
Nachman Norwood & Parrott
South Carolina
$297K – – –
HWA
82
HHM Wealth Advisors
Tennessee
$292K – – –
SS
83
Simplicity Solutions
Minnesota
$290K +$8.73K +225 +3%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$290K +$17.7K +455 +6%
PFS
85
Prospera Financial Services
Texas
$261K +$265K +6,825 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$244K -$30.6K -790 -11%
SFA
87
Sequoia Financial Advisors
Ohio
$231K – – –
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$231K +$234K +6,030 New
KFA
89
Kelleher Financial Advisors
New York
$230K – – –
EGA
90
Eagle Global Advisors
Texas
$220K -$59.2K -1,525 -21%
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$17.5K +450 +9%
FHA
92
Flagship Harbor Advisors
Massachusetts
$210K – – –
NA
93
NewEdge Advisors
Louisiana
$207K – – –
WWM
94
Windsor Wealth Management
Indiana
$207K – – –
CA
95
Calton & Associates
Florida
$200K +$203K +5,225 New
FAAS
96
First Allied Advisory Services
California
$189K +$192K +4,960 New
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$172K – – –
REMPR
98
Roof Eidam Maycock Peralta (REMP)
California
$163K +$165K +4,250 New
GRP
99
Global Retirement Partners
California
$153K – – –
ASN
100
Advisory Services Network
Georgia
$144K – – –