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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
101
Outlook Wealth Advisors
Texas
$577K -$870K -14,182 -61%
NA
102
NewEdge Advisors
Louisiana
$574K +$184 +3 +0%
PAS
103
Park Avenue Securities
New York
$560K -$1.53K -25 -0.3%
NFG
104
Next Financial Group
Texas
$556K +$14.7K +239 +3%
ACP
105
Arcus Capital Partners
Georgia
$555K -$141K -2,303 -21%
HWA
106
HHM Wealth Advisors
Tennessee
$555K +$6.44K +105 +1%
KLI
107
Kelman-Lazarov Inc
Tennessee
$550K – – –
BSW
108
Buckingham Strategic Wealth
Missouri
$549K – – –
US Bancorp
109
US Bancorp
Minnesota
$530K -$1.17K -19 -0.2%
WBG
110
Wharton Business Group
Pennsylvania
$517K – – –
TRCT
111
Tower Research Capital (TRC)
New York
$508K +$9.51K +155 +2%
TCWM
112
Total Clarity Wealth Management
Illinois
$478K -$10.1K -165 -2%
ASN
113
Advisory Services Network
Georgia
$462K -$5.76K -94 -1%
CBFP
114
Cedar Brook Financial Partners
Ohio
$460K +$51.4K +838 +13%
CCT
115
Country Club Trust
Missouri
$459K – – –
KPWS
116
Kestra Private Wealth Services
Texas
$445K +$68.3K +1,114 +19%
VCM
117
Vision Capital Management
Oregon
$436K – – –
GRP
118
Global Retirement Partners
California
$418K -$32.4K -528 -8%
RW
119
Rede Wealth
Virginia
$408K -$7.05K -115 -2%
SS
120
Sunbelt Securities
Texas
$404K -$12.1K -197 -3%
EGA
121
Eagle Global Advisors
Texas
$369K – – –
PCMC
122
Paragon Capital Management (Colorado)
Colorado
$360K – – –
SCA
123
Snowden Capital Advisors
New York
$355K +$336K +5,480 New
BWM
124
Baystate Wealth Management
Massachusetts
$353K +$245 +4 +0.1%
KFA
125
Kelleher Financial Advisors
New York
$337K – – –