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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
76
Gunderson Capital Management
South Carolina
$546K -$29.6K -745 -5%
SAM
77
Summit Asset Management
Tennessee
$542K
AWM
78
AE Wealth Management
Kansas
$539K +$113K +2,850 +29%
TCWM
79
Total Clarity Wealth Management
Illinois
$529K +$501K +12,605 New
SAG
80
Spotlight Asset Group
Illinois
$505K +$505K +12,700 New
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$501K +$252K +6,335 +113%
PAG
82
Private Advisor Group
New Jersey
$467K +$46.5K +1,170 +12%
XF
83
XML Financial
Maryland
$447K +$423K +10,645 New
PCS
84
Personal CFO Solutions
New Jersey
$446K
RW
85
RVW Wealth
California
$443K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$409K -$2.67M -67,160 -87%
SPC
87
Sigma Planning Corp
Michigan
$384K -$4.09M -102,935 -92%
VFA
88
Voya Financial Advisors
Connecticut
$382K -$13.3K -335 -4%
SS
89
Simplicity Solutions
Minnesota
$382K +$60K +1,510 +20%
KLI
90
Kelman-Lazarov Inc
Tennessee
$363K -$104K -2,625 -23%
PAS
91
Park Avenue Securities
New York
$362K +$7.75K +195 +2%
BSW
92
Buckingham Strategic Wealth
Missouri
$356K -$42.7K -1,075 -11%
VCM
93
Vision Capital Management
Oregon
$335K
NNP
94
Nachman Norwood & Parrott
South Carolina
$325K
HWA
95
HHM Wealth Advisors
Tennessee
$320K
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$318K
BWM
97
Baystate Wealth Management
Massachusetts
$307K -$579K -14,575 -67%
PFS
98
Prospera Financial Services
Texas
$284K -$1.99K -50 -0.7%
RBFC
99
Roman Butler Fullerton & Co
Missouri
$268K -$163K -4,110 -39%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$268K