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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
126
Fairview Capital Investment Management
California
$815K
SAM
127
Summit Asset Management
Tennessee
$814K
GS
128
GTS Securities
Florida
$811K -$834K -9,436 -51%
SB
129
Strategic Blueprint
Georgia
$787K +$776K +8,779 New
CPCP
130
Cedar Point Capital Partners
Iowa
$784K -$102K -1,155 -12%
BBW
131
Blue Barn Wealth
Utah
$782K
PTC
132
Private Trust Company
Ohio
$778K -$60.1K -680 -7%
IA
133
IFP Advisors
Florida
$735K +$327K +3,696 +82%
Nomura Asset Management
134
Nomura Asset Management
Japan
$732K
AssetMark Inc
135
AssetMark Inc
California
$732K +$408K +4,613 +130%
HWM
136
HB Wealth Management
Georgia
$724K
IAA
137
Independent Advisor Alliance
North Carolina
$719K +$710K +8,028 New
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$708K +$75.2K +850 +12%
CFP
139
Catalyst Financial Partners
Massachusetts
$703K
HWA
140
HHM Wealth Advisors
Tennessee
$683K
WIA
141
World Investment Advisors
California
$679K +$670K +7,575 New
WBG
142
Wharton Business Group
Pennsylvania
$663K -$51.7K -585 -7%
PA
143
Pinnacle Associates
New York
$651K -$145K -1,637 -18%
LI
144
LRI Investments
Florida
$648K
SEIA
145
Signature Estate & Investment Advisors
California
$647K -$1.24K -14 -0.2%
F4L
146
Fortune 45 LLC
Louisiana
$620K +$796 +9 +0.1%
PS
147
Principal Securities
Iowa
$611K -$6.81K -77 -1%
VCM
148
Vision Capital Management
Oregon
$604K
SS
149
Sunbelt Securities
Texas
$603K -$13K -147 -2%
TSWM
150
Tyler-Stone Wealth Management
Ohio
$588K -$35.6K -402 -6%