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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$512K
PAS
102
Park Avenue Securities
New York
$500K -$36K -615 -7%
KLI
103
Kelman-Lazarov Inc
Tennessee
$490K
BSW
104
Buckingham Strategic Wealth
Missouri
$489K
HWA
105
HHM Wealth Advisors
Tennessee
$488K +$48.9K +835 +11%
NFG
106
Next Financial Group
Texas
$482K +$140K +2,390 +40%
US Bancorp
107
US Bancorp
Minnesota
$473K -$102K -1,735 -17%
WBG
108
Wharton Business Group
Pennsylvania
$461K
KWM
109
Kingsview Wealth Management
Oregon
$452K +$225K +3,840 +99%
TRCT
110
Tower Research Capital (TRC)
New York
$443K +$162K +2,775 +57%
TCWM
111
Total Clarity Wealth Management
Illinois
$435K -$58.2K -995 -12%
ASN
112
Advisory Services Network
Georgia
$417K +$14.6K +250 +4%
GRP
113
Global Retirement Partners
California
$402K -$417K -7,125 -51%
CCT
114
Country Club Trust
Missouri
$402K
C
115
Certuity
Florida
$390K -$9.66K -165 -2%
VCM
116
Vision Capital Management
Oregon
$389K -$5.56K -95 -1%
DAS
117
Dynamic Advisor Solutions
Arizona
$375K -$25.7K -440 -6%
RW
118
Rede Wealth
Virginia
$370K -$18.1K -310 -5%
SS
119
Sunbelt Securities
Texas
$368K +$121K +2,065 +48%
CBFP
120
Cedar Brook Financial Partners
Ohio
$362K +$76.1K +1,300 +26%
SFA
121
Sequoia Financial Advisors
Ohio
$340K +$14.6K +250 +4%
KPWS
122
Kestra Private Wealth Services
Texas
$332K -$10.2K -175 -3%
EGA
123
Eagle Global Advisors
Texas
$329K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$324K -$107K -1,825 -25%
AWM
125
AE Wealth Management
Kansas
$321K -$15.8M -270,080 -98%