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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EB
126
Eastern Bank
Massachusetts
$324K – – –
M&T Bank
127
M&T Bank
New York
$323K – – –
SWM
128
SeaCrest Wealth Management
New York
$318K +$83.4K +1,360 +38%
MA
129
Mutual Advisors
Nebraska
$317K -$14.7K -240 -5%
FHA
130
Flagship Harbor Advisors
Massachusetts
$305K – – –
APA
131
Allegiant Private Advisors
Florida
$303K -$15.3K -250 -5%
ECA
132
Elevation Capital Advisory
Oregon
$300K +$284K +4,634 New
LWAC
133
Laurel Wealth Advisors (California)
California
$292K -$613 -10 -0.2%
FHC
134
First Heartland Consultants
Missouri
$287K +$307 +5 +0.1%
REMPR
135
Roof Eidam Maycock Peralta (REMP)
California
$275K – – –
AAS
136
Annex Advisory Services
Wisconsin
$267K – – –
SFA
137
Sequoia Financial Advisors
Ohio
$252K -$123K -2,000 -34%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$246K -$111K -1,802 -32%
OIA
139
OneDigital Investment Advisors
Kansas
$240K +$227K +3,700 New
MAFM
140
Mid Atlantic Financial Management
Pennsylvania
$224K -$20.2K -330 -9%
KPW
141
Kore Private Wealth
New York
$221K +$209K +3,406 New
SWM
142
Spire Wealth Management
Virginia
$218K +$64.8K +1,056 +46%
PFBT
143
Parkside Financial Bank & Trust
Missouri
$215K – – –
PCS
144
Personal CFO Solutions
New Jersey
$205K +$194K +3,165 New
SWA
145
SOA Wealth Advisors
New York
$174K -$49.7K -810 -23%
CF
146
Centaurus Financial
California
$172K – – –
LWANC
147
Laurel Wealth Advisors (North Carolina)
North Carolina
$168K – – –
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$164K – – –
HI
149
Harbour Investments
Wisconsin
$136K – – –
MFA
150
McClarren Financial Advisors
Pennsylvania
$134K +$61 +1 +0%