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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
126
Paragon Private Wealth Management
Kentucky
$689K +$754K +8,508 New
KAS
127
Kestra Advisory Services
Texas
$687K +$177K +1,993 +31%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$685K -$139K -1,570 -16%
IA
129
IFP Advisors
Florida
$668K +$4.34K +49 +0.6%
HWM
130
HB Wealth Management
Georgia
$664K +$10.2K +115 +1%
PS
131
Principal Securities
Iowa
$657K +$44.9K +507 +7%
TSMHT
132
Thurston Springer Miller Herd & Titak
Indiana
$648K +$709K +8,000 New
CFP
133
Catalyst Financial Partners
Massachusetts
$636K
Focus Partners Wealth
134
Focus Partners Wealth
Massachusetts
$621K -$20.9K -236 -3%
HWA
135
HHM Wealth Advisors
Tennessee
$618K
Two Sigma Investments
136
Two Sigma Investments
New York
$616K -$1.06M -12,000 -61%
GS
137
GWN Securities
Florida
$614K +$344K +3,887 +105%
BC
138
Bowman & Company
Wisconsin
$611K +$89K +1,004 +15%
WBG
139
Wharton Business Group
Pennsylvania
$599K
SEIA
140
Signature Estate & Investment Advisors
California
$586K +$798 +9 +0.1%
LI
141
LRI Investments
Florida
$586K
F4L
142
Fortune 45 LLC
Louisiana
$561K +$709 +8 +0.1%
Goldman Sachs
143
Goldman Sachs
New York
$557K +$62.9K +710 +12%
VCM
144
Vision Capital Management
Oregon
$546K
HF
145
HRT Financial
New York
$536K +$587K +6,620 New
SS
146
Sunbelt Securities
Texas
$536K -$4.17K -47 -0.7%
TSWM
147
Tyler-Stone Wealth Management
Ohio
$511K -$22.2K -250 -4%
William Blair & Company
148
William Blair & Company
Illinois
$497K +$177 +2 +0%
RTL
149
Red Tortoise LLC
Georgia
$492K
OWA
150
Outlook Wealth Advisors
Texas
$484K