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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$512K +$494K +9,580 New
PAG
102
Private Advisor Group
New Jersey
$504K -$7.94M -154,100 -94%
NSIM
103
North Star Investment Management
Illinois
$503K +$6.18K +120 +1%
NNP
104
Nachman Norwood & Parrott
South Carolina
$500K
PAS
105
Park Avenue Securities
New York
$496K
TCWM
106
Total Clarity Wealth Management
Illinois
$493K +$14.4K +280 +3%
SS
107
Simplicity Solutions
Minnesota
$485K -$24.9M -482,140 -98%
NA
108
NewEdge Advisors
Louisiana
$484K -$570K -11,065 -55%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$467K -$27.6K -535 -6%
NFG
110
Next Financial Group
Texas
$462K +$445K +8,630 New
KLI
111
Kelman-Lazarov Inc
Tennessee
$454K -$2.58K -50 -0.6%
BSW
112
Buckingham Strategic Wealth
Missouri
$454K
WBG
113
Wharton Business Group
Pennsylvania
$427K
Bank of Nova Scotia
114
Bank of Nova Scotia
Ontario, Canada
$415K +$400K +7,760 New
HWA
115
HHM Wealth Advisors
Tennessee
$408K
Franklin Resources
116
Franklin Resources
California
$394K
CCT
117
Country Club Trust
Missouri
$381K +$367K +7,125 New
CAN
118
Claraphi Advisory Network
United States
$379K -$54.9K -1,065 -13%
VCM
119
Vision Capital Management
Oregon
$372K -$18.8K -365 -5%
IAN
120
Integrated Advisors Network
Texas
$347K
PCMC
121
Paragon Capital Management (Colorado)
Colorado
$318K -$154K -2,995 -34%
ASN
122
Advisory Services Network
Georgia
$315K +$7.47K +145 +3%
EGA
123
Eagle Global Advisors
Texas
$312K
SFA
124
Sequoia Financial Advisors
Ohio
$304K
FHA
125
Flagship Harbor Advisors
Massachusetts
$297K