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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
151
Bowman & Company
Wisconsin
$586K -$17.1K -193 -3%
KAS
152
Kestra Advisory Services
Texas
$581K +$51.5K +582 +10%
HOWA
153
Heritage Oak Wealth Advisors
Florida
$579K +$571K +6,459 New
IFG
154
Independent Financial Group
California
$566K
Goldman Sachs
155
Goldman Sachs
New York
$553K +$546K +6,170 New
William Blair & Company
156
William Blair & Company
Illinois
$550K +$265 +3 +0%
RTL
157
Red Tortoise LLC
Georgia
$544K
GRP
158
Global Retirement Partners
California
$540K -$66.1K -747 -11%
OWA
159
Outlook Wealth Advisors
Texas
$536K
CMP
160
Courage Miller Partners
Virginia
$529K -$4.33K -49 -0.8%
MG
161
Mather Group
Illinois
$523K -$12.6K -143 -2%
HKIMG
162
Hutchens & Kramer Investment Management Group
Indiana
$505K +$41.9K +474 +9%
AWM
163
Accel Wealth Management
Iowa
$502K -$5.84K -66 -1%
AFW
164
Avantra Family Wealth
Pennsylvania
$484K +$478K +5,400 New
FA
165
Flagstar Advisors
New York
$468K -$18.2K -206 -4%
NIWA
166
New Insight Wealth Advisors
California
$456K +$450K +5,085 New
BFG
167
Bouchey Financial Group
New York
$453K
KA
168
Kovack Advisors
Florida
$453K +$13.3K +150 +3%
MA
169
MKT Advisors
California
$449K +$442 +5 +0.1%
CFG
170
Cornerstone Financial Group
Nebraska
$449K +$443K +5,007 New
CWG
171
Cornerstone Wealth Group
North Carolina
$435K
SWM
172
SK Wealth Management
Rhode Island
$433K
AP
173
Aspect Partners
Virginia
$426K +$421K +4,755 New
NCM
174
Noesis Capital Mangement
Florida
$419K
OMC
175
Old Mission Capital
Illinois
$416K +$115K +1,295 +39%