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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
151
Outlook Wealth Advisors
Texas
$484K – – –
CMP
152
Courage Miller Partners
Virginia
$478K – – –
MG
153
Mather Group
Illinois
$473K – – –
IFG
154
Independent Financial Group
California
$467K -$48.7K -550 -9%
Nomura Asset Management
155
Nomura Asset Management
Japan
$462K -$218K -2,465 -30%
CFG
156
Cornerstone Financial Group
Nebraska
$446K +$532 +6 +0.1%
NIWA
157
New Insight Wealth Advisors
California
$444K +$34.9K +394 +8%
AFW
158
Avantra Family Wealth
Pennsylvania
$437K – – –
AWM
159
Accel Wealth Management
Iowa
$431K -$25.2K -284 -5%
MA
160
MKT Advisors
California
$426K +$79.2K +894 +18%
BFG
161
Bouchey Financial Group
New York
$410K – – –
FA
162
Flagstar Advisors
New York
$400K -$25.4K -287 -5%
GHA
163
GW Henssler & Associates
Georgia
$395K +$8.42K +95 +2%
CWG
164
Cornerstone Wealth Group
North Carolina
$394K – – –
AP
165
Aspect Partners
Virginia
$385K – – –
Jones Financial Companies
166
Jones Financial Companies
Missouri
$384K +$199K +2,241 +90%
FHA
167
Flagship Harbor Advisors
Massachusetts
$384K +$420K +4,740 New
KFI
168
Key Financial Inc
Pennsylvania
$380K +$105K +1,182 +34%
SCM
169
SCS Capital Management
Massachusetts
$371K +$405K +4,575 New
PAG
170
Paladin Advisory Group
Iowa
$364K – – –
MA
171
Mutual Advisors
Nebraska
$364K +$15.6K +176 +4%
SWM
172
SK Wealth Management
Rhode Island
$362K +$532 +6 +0.1%
LWM
173
LJI Wealth Management
Indiana
$353K +$10.1K +114 +3%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$349K -$3.72K -42 -1%
ZF
175
Zhang Financial
Michigan
$346K +$378K +4,266 New