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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HB Wealth Management
Georgia
$548K
WBG
127
Wharton Business Group
Pennsylvania
$542K
HWA
128
HHM Wealth Advisors
Tennessee
$517K
BC
129
Bowman & Company
Wisconsin
$517K -$759 -12 -0.2%
Goldman Sachs
130
Goldman Sachs
New York
$512K +$477K +7,550 New
IAIM
131
International Assets Investment Management
Florida
$506K +$472K +7,458 New
CBFP
132
Cedar Brook Financial Partners
Ohio
$494K +$5.82K +92 +1%
T
133
TNF
Montana
$489K
CMP
134
Courage Miller Partners
Virginia
$475K -$23.1K -366 -5%
JWCA
135
J.W. Cole Advisors
Florida
$472K +$14.4K +228 +3%
F4L
136
Fortune 45 LLC
Louisiana
$466K +$1.77K +28 +0.4%
BWM
137
Baystate Wealth Management
Massachusetts
$460K +$61.2K +968 +17%
GRP
138
Global Retirement Partners
California
$459K +$48.4K +766 +13%
VCM
139
Vision Capital Management
Oregon
$457K +$426K +6,740 New
FEM
140
Fulcrum Equity Management
Texas
$456K +$425K +6,723 New
BSW
141
Buckingham Strategic Wealth
Missouri
$454K
KA
142
Kovack Advisors
Florida
$451K +$1.77K +28 +0.4%
OWA
143
Outlook Wealth Advisors
Texas
$437K -$18.7K -295 -4%
MG
144
Mather Group
Illinois
$434K -$7.15K -113 -2%
SS
145
Sunbelt Securities
Texas
$429K +$55.7K +880 +16%
AWM
146
Accel Wealth Management
Iowa
$424K -$2.09K -33 -0.5%
Renaissance Technologies
147
Renaissance Technologies
New York
$414K +$386K +6,100 New
RTL
148
Red Tortoise LLC
Georgia
$413K +$1.64K +26 +0.4%
SB
149
Strategic Blueprint
Georgia
$410K +$382K +6,041 New
ATPW
150
Ashton Thomas Private Wealth
Arizona
$406K +$379K +5,987 New