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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
151
Tyler-Stone Wealth Management
Ohio
$286K +$280K +3,980 New
CA
152
CoreCap Advisors
Michigan
$279K +$273K +3,884 New
KWM
153
Kaydan Wealth Management
Michigan
$273K +$267K +3,800 New
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$245K -$2.37M -33,654 -91%
KPW
155
Kore Private Wealth
New York
$245K +$70 +1 +0%
AWM
156
AE Wealth Management
Kansas
$241K -$8.69M -123,539 -97%
HSWM
157
Hubbell Strickland Wealth Management
Louisiana
$235K -$758K -10,773 -77%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$219K +$27.8K +396 +15%
TI
159
Truepoint Inc
Ohio
$219K +$214K +3,045 New
JLBC
160
J.L. Bainbridge & Co
Florida
$217K +$212K +3,015 New
SXL
161
Summit X LLC
Missouri
$217K +$214K +3,037 New
HFA
162
High Falls Advisors
New York
$215K +$211K +3,000 New
OC
163
Oppenheimer & Co
New York
$215K +$211K +3,000 New
VWA
164
Visionary Wealth Advisors
Illinois
$206K +$202K +2,866 New
SG
165
StoneX Group
New York
$201K +$197K +2,805 New
SWA
166
SOA Wealth Advisors
New York
$195K +$70 +1 +0%
CWM
167
CarsonAllaria Wealth Management
Illinois
$192K +$188K +2,673 New
PFBT
168
Parkside Financial Bank & Trust
Missouri
$187K -$24.5K -348 -12%
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$187K – – –
CF
170
Centaurus Financial
California
$186K – – –
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$181K – – –
CA
172
Cornerstone Advisory
Maryland
$180K +$176K +2,500 New
SWM
173
Spire Wealth Management
Virginia
$169K -$71.2K -1,013 -30%
MFA
174
McClarren Financial Advisors
Pennsylvania
$150K +$211 +3 +0.1%
KFI
175
Key Financial Inc
Pennsylvania
$145K +$124K +1,765 +692%