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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PB
101
Pinnacle Bancorp
Nebraska
$43K +$45.8K +1,355 New
IF
102
Ironwood Financial
Arizona
$39K – – –
SFSIG
103
San Francisco Sentry Investment Group
California
$39K – – –
CFGS
104
Concourse Financial Group Securities
Alabama
$34K +$11.7K +345 +46%
EWM
105
Executive Wealth Management
Michigan
$34K +$36.4K +1,075 New
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$32K – – –
AWM
107
Avior Wealth Management
Nebraska
$31K – – –
SWM
108
SeaCrest Wealth Management
New York
$27K +$169 +5 +0.6%
CFA
109
Carroll Financial Associates
North Carolina
$25K – – –
AIM
110
Advantage Investment Management
Iowa
$20K – – –
SIAG
111
Signet Investment Advisory Group
Rhode Island
$20K +$22.3K +660 New
VFA
112
Valeo Financial Advisors
Indiana
$18K – – –
FFW
113
Fusion Family Wealth
New York
$16K – – –
RWA
114
River Wealth Advisors
Pennsylvania
$16K – – –
RFC
115
Regions Financial Corp
Alabama
$11K – – –
CCMW
116
Cypress Capital Management (Wyoming)
Wyoming
$7K – – –
DWM
117
Destination Wealth Management
California
$7K – – –
WP
118
WealthShield Partners
North Carolina
$6K – – –
TAIM
119
TD Ameritrade Investment Management
Nebraska
$4K -$507 -15 -11%
William Blair & Company
120
William Blair & Company
Illinois
$1K – – –
AWM
121
AE Wealth Management
Kansas
– -$444K -11,955 Closed
MCM
122
Mainstay Capital Management
Michigan
– -$319K -8,570 Closed
SS
123
Simplicity Solutions
Minnesota
– -$251K -6,740 Closed
FA
124
FDx Advisors
Illinois
– -$236K -6,345 Closed
KFA
125
Kelleher Financial Advisors
New York
– -$223K -6,025 Closed