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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$697K +$439K +4,958 +136%
PPWM
127
Paragon Private Wealth Management
Kentucky
$689K +$754K +8,508 New
KAS
128
Kestra Advisory Services
Texas
$687K +$177K +1,993 +31%
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$685K -$139K -1,570 -16%
IA
130
IFP Advisors
Florida
$668K +$4.34K +49 +0.6%
HWM
131
HB Wealth Management
Georgia
$664K +$10.2K +115 +1%
PS
132
Principal Securities
Iowa
$657K +$44.9K +507 +7%
TSMHT
133
Thurston Springer Miller Herd & Titak
Indiana
$648K +$709K +8,000 New
CFP
134
Catalyst Financial Partners
Massachusetts
$636K – – –
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$621K -$20.9K -236 -3%
HWA
136
HHM Wealth Advisors
Tennessee
$618K – – –
Two Sigma Investments
137
Two Sigma Investments
New York
$616K -$1.06M -12,000 -61%
GS
138
GWN Securities
Florida
$614K +$344K +3,887 +105%
BC
139
Bowman & Company
Wisconsin
$611K +$89K +1,004 +15%
WBG
140
Wharton Business Group
Pennsylvania
$599K – – –
SEIA
141
Signature Estate & Investment Advisors
California
$586K +$798 +9 +0.1%
LI
142
LRI Investments
Florida
$586K – – –
F4L
143
Fortune 45 LLC
Louisiana
$561K +$709 +8 +0.1%
Goldman Sachs
144
Goldman Sachs
New York
$557K +$62.9K +710 +12%
VCM
145
Vision Capital Management
Oregon
$546K – – –
HF
146
HRT Financial
New York
$536K +$587K +6,620 New
SS
147
Sunbelt Securities
Texas
$536K -$4.17K -47 -0.7%
TSWM
148
Tyler-Stone Wealth Management
Ohio
$511K -$22.2K -250 -4%
William Blair & Company
149
William Blair & Company
Illinois
$497K +$177 +2 +0%
RTL
150
Red Tortoise LLC
Georgia
$492K – – –