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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
151
Focus Partners Wealth
Massachusetts
$765K +$20.5K +236 +3%
CFP
152
Catalyst Financial Partners
Massachusetts
$761K
GHA
153
GW Henssler & Associates
Georgia
$747K +$246K +2,831 +58%
Marshall Wace
154
Marshall Wace
United Kingdom
$740K +$663K +7,632 New
HWA
155
HHM Wealth Advisors
Tennessee
$739K
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$716K +$408K +4,702 +175%
SEIA
157
Signature Estate & Investment Advisors
California
$702K +$695 +8 +0.1%
LI
158
LRI Investments
Florida
$701K
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$685K +$614K +7,074 New
F4L
160
Fortune 45 LLC
Louisiana
$670K -$521 -6 -0.1%
TPWA
161
Twin Peaks Wealth Advisors
California
$666K +$569K +6,546 New
KFI
162
Key Financial Inc
Pennsylvania
$663K +$186K +2,144 +46%
MCM
163
Mainstay Capital Management
Michigan
$656K +$294K +3,385 +100%
VCM
164
Vision Capital Management
Oregon
$653K
BC
165
Bowman & Company
Wisconsin
$651K -$72K -829 -11%
IFG
166
Independent Financial Group
California
$623K +$57.7K +664 +12%
TSWM
167
Tyler-Stone Wealth Management
Ohio
$612K
SS
168
Sunbelt Securities
Texas
$597K +$4.08K +47 +0.7%
William Blair & Company
169
William Blair & Company
Illinois
$596K +$1.22K +14 +0.2%
RTL
170
Red Tortoise LLC
Georgia
$589K
OWA
171
Outlook Wealth Advisors
Texas
$579K
BOSSRA
172
B.O.S.S. Retirement Advisors
Utah
$566K +$508K +5,846 New
MG
173
Mather Group
Illinois
$566K
MA
174
MKT Advisors
California
$556K
CMP
175
Courage Miller Partners
Virginia
$555K -$15K -173 -3%