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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
76
American Portfolios Advisors
New York
$1.12M +$18.8K +306 +2%
CAG
77
Csenge Advisory Group
Florida
$1.04M -$206K -3,363 -17%
RBFC
78
Roman Butler Fullerton & Co
Missouri
$1.02M +$4.48K +73 +0.5%
CAL
79
Capital Analysts LLC
Pennsylvania
$1.01M -$7.17K -117 -0.7%
EFS
80
Essex Financial Services
Connecticut
$943K -$802K -13,076 -80%
PIC
81
Platt Investment Counsel
Florida
$942K -$50.6K -825 -5%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$927K -$2.21K -36 -0.3%
CMP
83
Courage Miller Partners
Virginia
$923K -$10.4K -170 -1%
EWA
84
EP Wealth Advisors
California
$919K
HSWM
85
Hubbell Strickland Wealth Management
Louisiana
$909K +$123 +2 +0%
VAS
86
Vestmark Advisory Solutions
Massachusetts
$881K +$210K +3,417 +34%
Mariner
87
Mariner
Kansas
$870K +$824K +13,440 New
PA
88
Pinnacle Associates
New York
$827K -$95.9K -1,563 -11%
BBW
89
Blue Barn Wealth
Utah
$813K +$770K +12,555 New
IA
90
IFP Advisors
Florida
$805K -$1.14M -18,639 -60%
HWM
91
Howard Wealth Management
Connecticut
$803K
PWS
92
Private Wealth Strategies
Ohio
$788K +$675 +11 +0.1%
WWM
93
Windsor Wealth Management
Indiana
$705K -$8.16K -133 -1%
SPC
94
Sigma Planning Corp
Michigan
$705K +$12.2K +199 +2%
SAM
95
Summit Asset Management
Tennessee
$701K
AWM
96
Accel Wealth Management
Iowa
$661K -$1.4M -22,907 -69%
MCM
97
Mainstay Capital Management
Michigan
$606K
HB
98
Homrich & Berg
Georgia
$589K
NNP
99
Nachman Norwood & Parrott
South Carolina
$586K -$49.3K -804 -8%
OWA
100
Outlook Wealth Advisors
Texas
$577K -$870K -14,182 -61%