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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HB Wealth Management
Georgia
$679K
WBG
127
Wharton Business Group
Pennsylvania
$671K
CFP
128
Catalyst Financial Partners
Massachusetts
$660K
LI
129
LRI Investments
Florida
$647K
HWA
130
HHM Wealth Advisors
Tennessee
$641K
SEIA
131
Signature Estate & Investment Advisors
California
$608K +$973 +12 +0.2%
PA
132
Pinnacle Associates
New York
$604K
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$592K +$571K +7,049 New
T
134
TNF
Montana
$590K
TSWM
135
Tyler-Stone Wealth Management
Ohio
$586K +$279K +3,444 +98%
F4L
136
Fortune 45 LLC
Louisiana
$580K +$973 +12 +0.2%
PS
137
Principal Securities
Iowa
$580K +$14.3K +177 +3%
SS
138
Sunbelt Securities
Texas
$572K +$324 +4 +0.1%
GRP
139
Global Retirement Partners
California
$569K +$31.9K +393 +6%
VCM
140
Vision Capital Management
Oregon
$566K
BC
141
Bowman & Company
Wisconsin
$566K -$45.3K -559 -8%
ACM
142
AlphaStar Capital Management
North Carolina
$535K +$53.8K +664 +12%
IFG
143
Independent Financial Group
California
$531K
William Blair & Company
144
William Blair & Company
Illinois
$515K +$324 +4 +0.1%
RTL
145
Red Tortoise LLC
Georgia
$510K
MG
146
Mather Group
Illinois
$503K -$49.2K -607 -9%
OWA
147
Outlook Wealth Advisors
Texas
$503K
CMP
148
Courage Miller Partners
Virginia
$500K -$84.7K -1,045 -15%
KAS
149
Kestra Advisory Services
Texas
$496K -$75.2K -928 -14%
AWM
150
Accel Wealth Management
Iowa
$477K +$486 +6 +0.1%