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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
101
LifePro Asset Management
California
$576K +$63.5K +1,146 +11%
WWM
102
Windsor Wealth Management
Indiana
$561K
SAM
103
Summit Asset Management
Tennessee
$542K
BBW
104
Blue Barn Wealth
Utah
$530K +$18.8K +339 +3%
KAS
105
Kestra Advisory Services
Texas
$502K -$566K -10,214 -50%
PA
106
Pinnacle Associates
New York
$502K +$55 +1 +0%
PTC
107
Private Trust Company
Ohio
$488K +$540K +9,750 New
TRCT
108
Tower Research Capital (TRC)
New York
$485K +$439K +7,926 +453%
MCM
109
Mainstay Capital Management
Michigan
$467K
KPWS
110
Kestra Private Wealth Services
Texas
$442K +$25.1K +452 +5%
CAI
111
Capital Advisors Inc
Oklahoma
$441K
Baird Financial Group
112
Baird Financial Group
Wisconsin
$437K -$260K -4,696 -35%
KLI
113
Kelman-Lazarov Inc
Tennessee
$424K -$1.66K -30 -0.4%
HWA
114
HHM Wealth Advisors
Tennessee
$422K
MHS
115
M Holdings Securities
Oregon
$420K -$15K -270 -3%
HWM
116
HB Wealth Management
Georgia
$405K -$27.7K -500 -6%
AWM
117
Accel Wealth Management
Iowa
$401K -$70.7K -1,275 -14%
WBG
118
Wharton Business Group
Pennsylvania
$400K
Nomura Asset Management
119
Nomura Asset Management
Japan
$399K -$108K -1,957 -13%
T
120
TNF
Montana
$369K
CBFP
121
Cedar Brook Financial Partners
Ohio
$356K +$1.83K +33 +0.5%
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$353K
SC
123
Scotia Capital
Ontario, Canada
$353K +$388 +7 +0.1%
NA
124
NewEdge Advisors
Louisiana
$350K +$388K +6,996 New
PIC
125
Platt Investment Counsel
Florida
$344K -$346K -6,245 -48%