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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XF
76
XML Financial
Maryland
$1.03M
APA
77
American Portfolios Advisors
New York
$982K -$7.02K -120 -0.7%
KAS
78
Kestra Advisory Services
Texas
$981K -$222K -3,800 -18%
RBFC
79
Roman Butler Fullerton & Co
Missouri
$976K +$919K +15,710 New
EFS
80
Essex Financial Services
Connecticut
$943K -$76.4K -1,305 -7%
CAL
81
Capital Analysts LLC
Pennsylvania
$909K +$922K +15,755 New
PAG
82
Private Advisor Group
New Jersey
$890K +$373K +6,370 +70%
PIC
83
Platt Investment Counsel
Florida
$887K
CMP
84
Courage Miller Partners
Virginia
$832K -$24.3K -415 -3%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$828K -$132K -2,260 -14%
PA
86
Pinnacle Associates
New York
$827K -$80.5K -1,375 -9%
EWA
87
EP Wealth Advisors
California
$819K
HSWM
88
Hubbell Strickland Wealth Management
Louisiana
$810K -$207K -3,540 -20%
HWM
89
Howard Wealth Management
Connecticut
$716K +$2.93K +50 +0.4%
PWS
90
Private Wealth Strategies
Ohio
$701K
WWM
91
Windsor Wealth Management
Indiana
$636K
ACP
92
Arcus Capital Partners
Georgia
$628K -$315K -5,390 -33%
SAM
93
Summit Asset Management
Tennessee
$625K
SPC
94
Sigma Planning Corp
Michigan
$617K -$81.6K -1,395 -12%
VFA
95
Voya Financial Advisors
Connecticut
$597K +$18.7K +320 +3%
VAS
96
Vestmark Advisory Solutions
Massachusetts
$588K +$100K +1,710 +20%
NNP
97
Nachman Norwood & Parrott
South Carolina
$569K +$29.3K +500 +5%
MCM
98
Mainstay Capital Management
Michigan
$540K +$240K +4,105 +78%
MHS
99
M Holdings Securities
Oregon
$527K +$535K +9,135 New
HB
100
Homrich & Berg
Georgia
$524K