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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Summit Asset Management
Tennessee
$710K
LAM
102
LifePro Asset Management
California
$630K +$649K +9,618 New
HB
103
Homrich & Berg
Georgia
$596K
AWM
104
Accel Wealth Management
Iowa
$592K -$79.5K -1,178 -12%
OWA
105
Outlook Wealth Advisors
Texas
$591K +$6.68K +99 +1%
HWA
106
HHM Wealth Advisors
Tennessee
$572K +$11.1K +165 +2%
PAS
107
Park Avenue Securities
New York
$566K
KLI
108
Kelman-Lazarov Inc
Tennessee
$557K
BSW
109
Buckingham Strategic Wealth
Missouri
$556K
ACP
110
Arcus Capital Partners
Georgia
$553K -$9.93K -147 -2%
AI
111
AXS Investments
New York
$553K +$569K +8,430 New
NFG
112
Next Financial Group
Texas
$541K -$23K -340 -4%
TCWM
113
Total Clarity Wealth Management
Illinois
$531K +$49.3K +730 +10%
NA
114
NewEdge Advisors
Louisiana
$508K -$75.9K -1,124 -13%
GRP
115
Global Retirement Partners
California
$491K +$70.9K +1,050 +16%
T
116
TNF
Montana
$478K +$464K +6,875 New
SC
117
Scotia Capital
Ontario, Canada
$465K -$1.59M -23,621 -77%
ASN
118
Advisory Services Network
Georgia
$463K -$5K -74 -1%
VCM
119
Vision Capital Management
Oregon
$442K
ACM
120
AlphaStar Capital Management
North Carolina
$442K +$441K +6,526 New
CBFP
121
Cedar Brook Financial Partners
Ohio
$411K -$56K -830 -12%
RW
122
Rede Wealth
Virginia
$409K -$4.12K -61 -1%
KPWS
123
Kestra Private Wealth Services
Texas
$407K -$44.2K -655 -10%
SS
124
Sunbelt Securities
Texas
$404K
PCMC
125
Paragon Capital Management (Colorado)
Colorado
$364K