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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
101
Park Avenue Securities
New York
$538K
HB
102
Homrich & Berg
Georgia
$527K +$504K +9,090 New
PAG
103
Private Advisor Group
New Jersey
$525K -$20.5K -370 -4%
NA
104
NewEdge Advisors
Louisiana
$514K -$10.5K -190 -2%
TCWM
105
Total Clarity Wealth Management
Illinois
$495K -$38.3K -690 -7%
BSW
106
Buckingham Strategic Wealth
Missouri
$492K
KLI
107
Kelman-Lazarov Inc
Tennessee
$492K
VAS
108
Vestmark Advisory Solutions
Massachusetts
$491K +$470K +8,475 New
WBG
109
Wharton Business Group
Pennsylvania
$463K
HWA
110
HHM Wealth Advisors
Tennessee
$442K
MCC
111
Money Concepts Capital
Florida
$437K +$418K +7,540 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$430K -$71.6K -1,290 -15%
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$415K -$33.3K -600 -8%
LAM
114
LifePro Asset Management
California
$415K +$397K +7,155 New
CCT
115
Country Club Trust
Missouri
$409K -$2.77K -50 -0.7%
ASN
116
Advisory Services Network
Georgia
$404K +$60.8K +1,095 +19%
DAS
117
Dynamic Advisor Solutions
Arizona
$403K +$89.9K +1,620 +30%
C
118
Certuity
Florida
$401K +$384K +6,925 New
VCM
119
Vision Capital Management
Oregon
$396K -$6.66K -120 -2%
RW
120
Rede Wealth
Virginia
$389K +$373K +6,730 New
NFG
121
Next Financial Group
Texas
$346K -$148K -2,670 -31%
PCMC
122
Paragon Capital Management (Colorado)
Colorado
$344K
KPWS
123
Kestra Private Wealth Services
Texas
$343K +$329K +5,925 New
EGA
124
Eagle Global Advisors
Texas
$330K -$6.93K -125 -2%
SFA
125
Sequoia Financial Advisors
Ohio
$327K -$1.94K -35 -0.6%