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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
126
San Francisco Sentry Investment Group
California
$46K
AWM
127
Avior Wealth Management
Nebraska
$36K
CA
128
Crewe Advisors
Utah
$35K
CFA
129
Carroll Financial Associates
North Carolina
$28K
IF
130
Ironwood Financial
Arizona
$22K -$26.8K -640 -52%
VFA
131
Valeo Financial Advisors
Indiana
$22K +$23.4K +560 New
FFW
132
Fusion Family Wealth
New York
$19K
TAIM
133
TD Ameritrade Investment Management
Nebraska
$15K +$7.74K +185 +80%
FCA
134
FinTrust Capital Advisors
South Carolina
$13K
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$11K -$5.86K -140 -31%
CCMW
136
Cypress Capital Management (Wyoming)
Wyoming
$8K
DWM
137
Darwin Wealth Management
Florida
$7K +$7.95K +190 New
AIC
138
Archer Investment Corporation
Indiana
$6K -$18.2K -435 -73%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$4K
CAAS
140
Capital Asset Advisory Services
Michigan
$4K +$4.39K +105 New
BlackRock
141
BlackRock
New York
$2K -$418 -10 -14%
OPS
142
Orion Portfolio Solutions
Nebraska
$1K +$1.04K +25 New
Goldman Sachs
143
Goldman Sachs
New York
-$6.09M -145,000 Closed
RJFSA
144
Raymond James Financial Services Advisors
Florida
-$5.98M -142,465 Closed
WP
145
WealthSource Partners
California
-$851K -20,255 Closed
BFA
146
Beacon Financial Advisory
Ohio
-$663K -15,800 Closed
PWM
147
Perigon Wealth Management
California
-$634K -14,875 Closed
GCM
148
Gunderson Capital Management
South Carolina
-$546K -12,995 Closed
RW
149
RVW Wealth
California
-$443K -10,540 Closed
SS
150
Simplicity Solutions
Minnesota
-$382K -9,090 Closed