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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Windsor Wealth Management
Indiana
$531K
SPIA
102
Steward Partners Investment Advisory
New York
$528K +$592K +10,950 New
SAM
103
Summit Asset Management
Tennessee
$523K
LAM
104
LifePro Asset Management
California
$511K -$49.9K -923 -8%
PA
105
Pinnacle Associates
New York
$484K
PTC
106
Private Trust Company
Ohio
$471K
MCM
107
Mainstay Capital Management
Michigan
$450K
KPWS
108
Kestra Private Wealth Services
Texas
$435K +$9.3K +172 +2%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$429K -$178K -3,300 -27%
BBW
110
Blue Barn Wealth
Utah
$428K -$92.9K -1,718 -16%
CAI
111
Capital Advisors Inc
Oklahoma
$414K
KLI
112
Kelman-Lazarov Inc
Tennessee
$408K
HWA
113
HHM Wealth Advisors
Tennessee
$407K
MHS
114
M Holdings Securities
Oregon
$404K
Nomura Asset Management
115
Nomura Asset Management
Japan
$394K -$264K -4,882 -37%
HWM
116
HB Wealth Management
Georgia
$390K
WBG
117
Wharton Business Group
Pennsylvania
$385K
TRCT
118
Tower Research Capital (TRC)
New York
$377K -$101K -1,868 -19%
AWM
119
Accel Wealth Management
Iowa
$377K -$20K -370 -5%
PAS
120
Park Avenue Securities
New York
$362K +$56.4K +1,043 +16%
CBFP
121
Cedar Brook Financial Partners
Ohio
$343K
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$340K
SC
123
Scotia Capital
Ontario, Canada
$340K
NA
124
NewEdge Advisors
Louisiana
$338K +$108 +2 +0%
GRP
125
Global Retirement Partners
California
$331K