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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$40.2K +725 +4%
CAG
77
Csenge Advisory Group
Florida
$1.18M -$159K -2,860 -12%
XF
78
XML Financial
Maryland
$1.04M -$12.2K -220 -1%
EFS
79
Essex Financial Services
Connecticut
$1.02M +$320K +5,775 +49%
HSWM
80
Hubbell Strickland Wealth Management
Louisiana
$1.02M
APA
81
American Portfolios Advisors
New York
$993K +$177K +3,185 +23%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$963K -$70.2K -1,265 -7%
ACP
83
Arcus Capital Partners
Georgia
$943K +$903K +16,270 New
PA
84
Pinnacle Associates
New York
$911K
AP
85
Advisors Preferred
Maryland
$898K +$870K +15,675 New
PIC
86
Platt Investment Counsel
Florida
$891K +$853K +15,375 New
CMP
87
Courage Miller Partners
Virginia
$860K -$505K -9,100 -38%
CRWM
88
Castle Rock Wealth Management
California
$830K +$51.3K +925 +7%
EWA
89
EP Wealth Advisors
California
$823K
GRP
90
Global Retirement Partners
California
$817K -$246K -4,430 -24%
MA
91
Mutual Advisors
Nebraska
$811K +$97.6K +1,760 +14%
HWM
92
Howard Wealth Management
Connecticut
$716K -$2.22K -40 -0.3%
PWS
93
Private Wealth Strategies
Ohio
$704K +$555 +10 +0.1%
SPC
94
Sigma Planning Corp
Michigan
$701K +$26.6K +480 +4%
NSIM
95
North Star Investment Management
Illinois
$649K +$99K +1,785 +19%
WWM
96
Windsor Wealth Management
Indiana
$639K
SAM
97
Summit Asset Management
Tennessee
$628K
VFA
98
Voya Financial Advisors
Connecticut
$588K -$88.8K -1,600 -14%
US Bancorp
99
US Bancorp
Minnesota
$576K -$1.99M -35,880 -78%
NNP
100
Nachman Norwood & Parrott
South Carolina
$542K