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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
151
Paladin Advisory Group
Iowa
$274K – – –
FHC
152
First Heartland Consultants
Missouri
$267K +$62 +1 +0%
KAS
153
Kestra Advisory Services
Texas
$267K +$13.2K +213 +5%
CSPIA
154
Cary Street Partners Investment Advisory
Virginia
$264K +$21.9K +353 +9%
MA
155
Mutual Advisors
Nebraska
$261K – – –
LWM
156
LJI Wealth Management
Indiana
$259K -$2.49K -40 -0.9%
SPWG
157
Syntegra Private Wealth Group
Missouri
$254K – – –
REMPR
158
Roof Eidam Maycock Peralta (REMP)
California
$254K – – –
IA
159
IFP Advisors
Florida
$246K -$64K -1,030 -20%
AAS
160
Annex Advisory Services
Wisconsin
$246K – – –
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$245K +$256K +4,111 New
IA
162
IFG Advisory
Georgia
$240K +$250K +4,024 New
KFA
163
Kelleher Financial Advisors
New York
$237K – – –
TSWM
164
Tyler-Stone Wealth Management
Ohio
$228K – – –
AWM
165
AE Wealth Management
Kansas
$225K -$8.98M -144,427 -97%
EGA
166
Eagle Global Advisors
Texas
$221K – – –
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$221K -$9.7K -156 -4%
SFA
168
Sequoia Financial Advisors
Ohio
$217K – – –
FIC
169
Family Investment Center
Missouri
$215K – – –
LAM
170
LifePro Asset Management
California
$205K -$111K -1,784 -34%
EB
171
Eastern Bank
Massachusetts
$200K – – –
SWA
172
SOA Wealth Advisors
New York
$161K – – –
LWANC
173
Laurel Wealth Advisors (North Carolina)
North Carolina
$155K – – –
TWC
174
TD Waterhouse Canada
Ontario, Canada
$152K -$301K -4,845 -66%
HIA
175
Harbor Investment Advisory
Maryland
$143K -$17.1K -275 -10%