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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Wealthstream Advisors
New York
$920K +$858K +13,565 New
KWM
102
Kingsview Wealth Management
Oregon
$862K +$804K +12,714 New
RBFC
103
Roman Butler Fullerton & Co
Missouri
$851K +$4.24K +67 +0.6%
PWS
104
Private Wealth Strategies
Ohio
$836K +$2.66K +42 +0.3%
EWA
105
EP Wealth Advisors
California
$805K
CFG
106
Cooper Financial Group
California
$805K -$63 -1 -0%
EFS
107
Essex Financial Services
Connecticut
$797K
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$766K -$126 -2 -0%
HC
109
Hoese & Co
Minnesota
$698K +$57.9K +915 +9%
GWM
110
Geneos Wealth Management
Colorado
$695K -$27.5K -435 -4%
GA
111
Goldstein Advisors
Wisconsin
$691K
IWC
112
Integrated Wealth Concepts
Massachusetts
$675K -$22.8K -360 -3%
PTC
113
Private Trust Company
Ohio
$664K -$15.9K -251 -3%
CPCP
114
Cedar Point Capital Partners
Iowa
$654K +$609K +9,636 New
KPWS
115
Kestra Private Wealth Services
Texas
$645K +$253 +4 +0%
MCM
116
Mainstay Capital Management
Michigan
$631K
ASN
117
Advisory Services Network
Georgia
$627K
CCFM
118
Clear Creek Financial Management
Washington
$619K -$30.8K -487 -5%
SAM
119
Summit Asset Management
Tennessee
$616K
NA
120
NewEdge Advisors
Louisiana
$611K -$9.04K -143 -2%
PA
121
Pinnacle Associates
New York
$604K
IRC
122
Investors Research Corp
Georgia
$595K +$413K +6,531 +292%
BBW
123
Blue Barn Wealth
Utah
$582K +$63 +1 +0%
VAG
124
VisionPoint Advisory Group
Texas
$581K +$542K +8,574 New
Nomura Asset Management
125
Nomura Asset Management
Japan
$554K