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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Summit Asset Management
Tennessee
$600K – – –
WWM
102
Windsor Wealth Management
Indiana
$598K – – –
TWC
103
TD Waterhouse Canada
Ontario, Canada
$595K -$21K -401 -4%
GWM
104
Geneos Wealth Management
Colorado
$592K -$34.8K -665 -6%
SPIA
105
Steward Partners Investment Advisory
New York
$551K -$41.9K -800 -7%
CCFM
106
Clear Creek Financial Management
Washington
$548K -$205K -3,911 -28%
KPWS
107
Kestra Private Wealth Services
Texas
$548K +$36.8K +703 +8%
CMP
108
Courage Miller Partners
Virginia
$547K -$25.7K -490 -5%
GA
109
Goldstein Advisors
Wisconsin
$541K +$2.1K +40 +0.4%
SPC
110
Sigma Planning Corp
Michigan
$534K +$20.5K +391 +4%
LAM
111
LifePro Asset Management
California
$520K – – –
MCM
112
Mainstay Capital Management
Michigan
$516K – – –
F4L
113
Fortune 45 LLC
Louisiana
$511K +$1.05K +20 +0.2%
BBW
114
Blue Barn Wealth
Utah
$497K +$7.44K +142 +2%
PA
115
Pinnacle Associates
New York
$493K -$23K -439 -5%
CRC
116
Curi RMB Capital
Illinois
$491K +$465K +8,875 New
FEM
117
Fulcrum Equity Management
Texas
$490K +$464K +8,850 New
Nomura Asset Management
118
Nomura Asset Management
Japan
$453K – – –
BC
119
Bowman & Company
Wisconsin
$448K +$57.2K +1,092 +16%
HWM
120
HB Wealth Management
Georgia
$448K – – –
DI
121
DFPG Investments
Utah
$447K +$423K +8,069 New
WBG
122
Wharton Business Group
Pennsylvania
$442K – – –
MHS
123
M Holdings Securities
Oregon
$432K -$30.1K -575 -7%
HWA
124
HHM Wealth Advisors
Tennessee
$422K – – –
KLI
125
Kelman-Lazarov Inc
Tennessee
$399K -$40.5K -773 -10%