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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$1.08M -$40.8K -503 -4%
SPC
102
Sigma Planning Corp
Michigan
$1.07M +$39.9K +492 +4%
HC
103
Hoese & Co
Minnesota
$1.01M -$60K -740 -6%
RBFC
104
Roman Butler Fullerton & Co
Missouri
$992K +$2.84K +35 +0.3%
HSG
105
Helen Stephens Group
Texas
$978K +$1.54K +19 +0.2%
KWM
106
Kingsview Wealth Management
Oregon
$937K -$24.4K -301 -3%
GAG
107
GM Advisory Group
New York
$929K +$896K +11,055 New
KPWS
108
Kestra Private Wealth Services
Texas
$888K +$28.6K +353 +3%
W
109
Wealthquest
Ohio
$863K -$32.5K -401 -4%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$853K -$63.4K -782 -7%
ASN
111
Advisory Services Network
Georgia
$849K
SFC
112
Strategic Financial Concepts
Texas
$845K -$68.4M -843,788 -99%
PWS
113
Proactive Wealth Strategies
Georgia
$835K +$806K +9,938 New
CPCP
114
Cedar Point Capital Partners
Iowa
$832K -$16.5K -203 -2%
GA
115
Goldstein Advisors
Wisconsin
$822K
CFG
116
Cooper Financial Group
California
$811K
OAS
117
Optivise Advisory Services
Tennessee
$805K -$22.8K -281 -3%
PTC
118
Private Trust Company
Ohio
$787K -$11.4K -141 -1%
NA
119
NewEdge Advisors
Louisiana
$772K -$277K -3,420 -27%
FCIM
120
Fairview Capital Investment Management
California
$764K +$737K +9,093 New
SAM
121
Summit Asset Management
Tennessee
$764K
BBW
122
Blue Barn Wealth
Utah
$733K -$1.05K -13 -0.1%
GM
123
GeoWealth Management
Illinois
$733K +$707K +8,718 New
IWC
124
Integrated Wealth Concepts
Massachusetts
$701K -$28.1K -347 -4%
Nomura Asset Management
125
Nomura Asset Management
Japan
$687K