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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$963K +$67.3K +602 +8%
PTC
152
Private Trust Company
Ohio
$946K
CPCP
153
Cedar Point Capital Partners
Iowa
$936K +$20.1K +180 +2%
TSMHT
154
Thurston Springer Miller Herd & Titak
Indiana
$936K
AHC
155
Adell Harriman & Carpenter
Texas
$924K -$116K -1,034 -12%
CFP
156
Catalyst Financial Partners
Massachusetts
$919K
SAM
157
Summit Asset Management
Tennessee
$918K -$49.2K -440 -5%
GHA
158
GW Henssler & Associates
Georgia
$898K
SFC
159
Strategic Financial Concepts
Texas
$898K -$4.96M -44,365 -85%
HWA
160
HHM Wealth Advisors
Tennessee
$892K
LI
161
LRI Investments
Florida
$846K
BlackRock
162
BlackRock
New York
$828K +$37.9K +339 +5%
DA
163
Drake & Associates
Wisconsin
$823K -$21.8K -195 -3%
F4L
164
Fortune 45 LLC
Louisiana
$813K
IFG
165
Independent Financial Group
California
$807K
LFAS
166
Level Four Advisory Services
Texas
$804K -$1.37M -12,278 -64%
IA
167
Invested Advisors
Pennsylvania
$800K +$160K +1,428 +26%
VCM
168
Vision Capital Management
Oregon
$789K
AQR Capital Management
169
AQR Capital Management
Connecticut
$748K
TC
170
Toews Corporation
New Jersey
$744K +$711K +6,355 New
PP
171
Patten & Patten
Tennessee
$728K
OAS
172
Optivise Advisory Services
Tennessee
$723K +$11.5K +103 +2%
William Blair & Company
173
William Blair & Company
Illinois
$721K +$224 +2 +0%
JMBA
174
J. M. Brown & Associates
Oklahoma
$716K +$684K +6,119 New
EWS
175
Evergreen Wealth Solutions
Pennsylvania
$711K +$422K +3,777 +170%