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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
151
Ironwood Financial
Arizona
$28K – – –
VFA
152
Valeo Financial Advisors
Indiana
$26K – – –
PWM
153
Provident Wealth Management
Tennessee
$25K +$23.5K +540 New
FFW
154
Fusion Family Wealth
New York
$24K – – –
BlackRock
155
BlackRock
New York
$23K +$18.3K +420 +700%
TAIM
156
TD Ameritrade Investment Management
Nebraska
$18K -$1.09K -25 -6%
FCA
157
FinTrust Capital Advisors
South Carolina
$17K – – –
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$15K – – –
CCMW
159
Cypress Capital Management (Wyoming)
Wyoming
$11K – – –
AIC
160
Archer Investment Corporation
Indiana
$7.5K – – –
CAAS
161
Capital Asset Advisory Services
Michigan
$5K – – –
OPS
162
Orion Portfolio Solutions
Nebraska
$4K +$2.17K +50 +200%
LAS
163
Lloyd Advisory Services
Georgia
$3K +$3.04K +70 New
GI
164
Gradient Investments
Minnesota
$2K +$1.52K +35 New
EF
165
Empowered Funds
Pennsylvania
– -$4.9M -116,775 Closed
BSAM
166
Blue Sky Asset Management
Colorado
– -$2.29M -61,790 Closed
TI
167
Trexquant Investment
Connecticut
– -$665K -17,905 Closed
Jane Street
168
Jane Street
New York
– -$298K -8,020 Closed
SWA
169
Stratos Wealth Advisors
Ohio
– -$107K -2,875 Closed
NFG
170
Next Financial Group
Texas
– -$75K -2,015 Closed
KFI
171
Key Financial Inc
Pennsylvania
– -$51K -1,360 Closed
DWM
172
Darwin Wealth Management
Florida
– -$7K -190 Closed
BFEC
173
Benjamin F. Edwards & Company
Missouri
– -$4K -100 Closed