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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
MAI Capital Management
Ohio
$1.1M +$1.51K +17 +0.1%
WA
102
Wealthstream Advisors
New York
$1.1M – – –
AAS
103
Ameritas Advisory Services
Nebraska
$1.1M +$1.2M +13,526 New
PB
104
Pinnacle Bancorp
Nebraska
$1.09M – – –
CAG
105
Csenge Advisory Group
Florida
$1.03M -$5.76K -65 -0.5%
Comerica Bank
106
Comerica Bank
Texas
$1.01M -$8.95K -101 -0.8%
KWM
107
Kingsview Wealth Management
Oregon
$979K +$13.2K +149 +1%
RBFC
108
Roman Butler Fullerton & Co
Missouri
$967K +$18.1K +204 +2%
GWM
109
Geneos Wealth Management
Colorado
$907K -$146K -1,652 -13%
KPWS
110
Kestra Private Wealth Services
Texas
$906K +$57.9K +653 +6%
Lido Advisors
111
Lido Advisors
California
$872K +$975 +11 +0.1%
W
112
Wealthquest
Ohio
$822K -$20.9K -236 -2%
OAS
113
Optivise Advisory Services
Tennessee
$814K -$1.68K -19 -0.2%
PWS
114
Proactive Wealth Strategies
Georgia
$786K -$22.3K -252 -3%
CFG
115
Cooper Financial Group
California
$781K – – –
GA
116
Goldstein Advisors
Wisconsin
$768K -$14.8K -167 -2%
NA
117
NewEdge Advisors
Louisiana
$757K -$200K -2,255 -19%
DWP
118
Daymark Wealth Partners
Ohio
$756K +$827K +9,336 New
FCIM
119
Fairview Capital Investment Management
California
$736K – – –
SAM
120
Summit Asset Management
Tennessee
$736K – – –
IWC
121
Integrated Wealth Concepts
Massachusetts
$733K -$28.6K -323 -3%
CPCP
122
Cedar Point Capital Partners
Iowa
$715K +$7.44K +84 +1%
PA
123
Pinnacle Associates
New York
$709K +$132K +1,495 +21%
BBW
124
Blue Barn Wealth
Utah
$704K -$2.3K -26 -0.3%
PTC
125
Private Trust Company
Ohio
$704K – – –