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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$1.36M +$1.31M +13,076 New
KWM
127
Kingsview Wealth Management
Oregon
$1.28M -$24.1K -240 -2%
Comerica Bank
128
Comerica Bank
Texas
$1.24M -$35.6K -354 -3%
SFC
129
Strategic Financial Concepts
Texas
$1.19M -$10.1K -101 -0.9%
PPWM
130
Paragon Private Wealth Management
Kentucky
$1.16M +$106K +1,052 +10%
Lido Advisors
131
Lido Advisors
California
$1.16M +$35.3K +351 +3%
HFA
132
Hershey Financial Advisers
Pennsylvania
$1.15M -$2.61M -25,951 -70%
KPWS
133
Kestra Private Wealth Services
Texas
$1.15M -$19.8K -197 -2%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$1.14M +$781K +7,779 +247%
TWP
135
Triad Wealth Partners
Kansas
$1.13M
PS
136
Principal Securities
Iowa
$1.07M -$21.3K -212 -2%
W
137
Wealthquest
Ohio
$1.03M
CFG
138
Cooper Financial Group
California
$1.01M
PWS
139
Proactive Wealth Strategies
Georgia
$1M -$3.21K -32 -0.3%
GA
140
Goldstein Advisors
Wisconsin
$988K
JWM
141
JGP Wealth Management
Oregon
$980K +$587K +5,846 +167%
AB
142
ANB Bank
Colorado
$979K -$428K -4,258 -31%
IWC
143
Integrated Wealth Concepts
Massachusetts
$974K +$12.9K +128 +1%
SF
144
Summit Financial
New Jersey
$956K +$921K +9,166 New
FCIM
145
Fairview Capital Investment Management
California
$948K
MPIA
146
Milestones Private Investment Advisors
New York
$934K
EFA
147
Edge Financial Advisors
Illinois
$930K +$598K +5,953 +201%
BBW
148
Blue Barn Wealth
Utah
$909K +$100 +1 +0%
PA
149
Pinnacle Associates
New York
$902K +$201 +2 +0%
BC
150
Brio Consultants
California
$901K +$17.6K +175 +2%