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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
126
Baystate Wealth Management
Massachusetts
$316K
FHA
127
Flagship Harbor Advisors
Massachusetts
$308K -$13.6K -245 -4%
MCM
128
Mainstay Capital Management
Michigan
$304K -$1.94K -35 -0.7%
KFA
129
Kelleher Financial Advisors
New York
$302K
LFS
130
Legacy Financial Strategies
Kansas
$296K
APA
131
Allegiant Private Advisors
Florida
$296K +$283K +5,100 New
EB
132
Eastern Bank
Massachusetts
$290K
M&T Bank
133
M&T Bank
New York
$289K +$277K +4,985 New
CBFP
134
Cedar Brook Financial Partners
Ohio
$288K +$275K +4,965 New
TRCT
135
Tower Research Capital (TRC)
New York
$285K -$1.02M -18,390 -79%
FHC
136
First Heartland Consultants
Missouri
$256K +$277 +5 +0.1%
BFA
137
Beacon Financial Advisory
Ohio
$253K
SS
138
Sunbelt Securities
Texas
$250K +$239K +4,305 New
REMPR
139
Roof Eidam Maycock Peralta (REMP)
California
$246K
SAG
140
Spotlight Asset Group
Illinois
$239K -$624K -11,250 -73%
AAS
141
Annex Advisory Services
Wisconsin
$239K
IA
142
Insight Advisors
Pennsylvania
$228K +$218K +3,930 New
KWM
143
Kingsview Wealth Management
Oregon
$224K +$214K +3,865 New
SWA
144
SOA Wealth Advisors
New York
$215K +$195K +3,510 New
GWM
145
Gray Wealth Management
Maine
$208K +$198K +3,575 New
MAFM
146
Mid Atlantic Financial Management
Pennsylvania
$205K +$196K +3,535 New
HFA
147
High Falls Advisors
New York
$203K +$194K +3,500 New
GCM
148
Gunderson Capital Management
South Carolina
$200K +$192K +3,455 New
PFBT
149
Parkside Financial Bank & Trust
Missouri
$192K
CF
150
Centaurus Financial
California
$154K +$7.77K +140 +6%