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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$853K
HWM
152
HB Wealth Management
Georgia
$841K
TSMHT
153
Thurston Springer Miller Herd & Titak
Indiana
$832K +$835K +8,000 New
CFP
154
Catalyst Financial Partners
Massachusetts
$817K
KFI
155
Key Financial Inc
Pennsylvania
$805K +$37.6K +360 +5%
GHA
156
GW Henssler & Associates
Georgia
$799K -$3.34K -32 -0.4%
HWA
157
HHM Wealth Advisors
Tennessee
$793K
CPCP
158
Cedar Point Capital Partners
Iowa
$793K -$98.8K -946 -11%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$793K
WBG
160
Wharton Business Group
Pennsylvania
$770K
LI
161
LRI Investments
Florida
$752K
IFG
162
Independent Financial Group
California
$748K +$69.9K +669 +10%
Envestnet Portfolio Solutions
163
Envestnet Portfolio Solutions
Illinois
$724K +$198K +1,895 +37%
F4L
164
Fortune 45 LLC
Louisiana
$723K +$1.04K +10 +0.1%
US Bancorp
165
US Bancorp
Minnesota
$707K +$406K +3,887 +134%
VCM
166
Vision Capital Management
Oregon
$701K
SS
167
Sunbelt Securities
Texas
$680K -$9.09K -87 -1%
BC
168
Bowman & Company
Wisconsin
$677K -$11.6K -111 -2%
PP
169
Patten & Patten
Tennessee
$647K
William Blair & Company
170
William Blair & Company
Illinois
$641K +$418 +4 +0.1%
RTL
171
Red Tortoise LLC
Georgia
$632K
OWA
172
Outlook Wealth Advisors
Texas
$627K
MA
173
MKT Advisors
California
$609K +$104 +1 +0%
MG
174
Mather Group
Illinois
$607K
PFA
175
Plotkin Financial Advisors
Maryland
$595K +$80.9K +775 +16%