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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPCP
151
Cedar Point Capital Partners
Iowa
$894K +$2.91K +29 +0.3%
SAM
152
Summit Asset Management
Tennessee
$864K
PTC
153
Private Trust Company
Ohio
$855K -$49.6K -494 -6%
NF
154
Nvest Financial
New Hampshire
$846K +$815K +8,115 New
HWM
155
HB Wealth Management
Georgia
$843K -$11.5K -115 -1%
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$824K
CFP
157
Catalyst Financial Partners
Massachusetts
$819K
GHA
158
GW Henssler & Associates
Georgia
$804K
JWCA
159
J.W. Cole Advisors
Florida
$800K -$436K -4,342 -36%
HWA
160
HHM Wealth Advisors
Tennessee
$795K
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$795K +$766K +7,625 New
FFA
162
Farther Finance Advisors
California
$789K +$760K +7,568 New
KFI
163
Key Financial Inc
Pennsylvania
$772K +$54.2K +540 +8%
WBG
164
Wharton Business Group
Pennsylvania
$772K -$3.64M -36,275 -83%
LI
165
LRI Investments
Florida
$754K
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$737K -$1K -10 -0.1%
F4L
167
Fortune 45 LLC
Louisiana
$719K +$904 +9 +0.1%
VCM
168
Vision Capital Management
Oregon
$703K
SS
169
Sunbelt Securities
Texas
$690K -$4.12K -41 -0.6%
BC
170
Bowman & Company
Wisconsin
$690K -$9.94K -99 -1%
TPWA
171
Twin Peaks Wealth Advisors
California
$685K +$2.21K +22 +0.3%
IFG
172
Independent Financial Group
California
$680K +$9.54K +95 +1%
SEIA
173
Signature Estate & Investment Advisors
California
$659K -$92.2K -918 -13%
DA
174
Drake & Associates
Wisconsin
$651K +$618K +6,152 New
PP
175
Patten & Patten
Tennessee
$649K +$625K +6,222 New