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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
176
BIP Wealth
Georgia
$707K +$675K +6,040 New
OWA
177
Outlook Wealth Advisors
Texas
$706K
KCP
178
Kera Capital Partners
California
$688K +$658K +5,882 New
AIC
179
Archer Investment Corporation
Indiana
$686K +$20K +179 +3%
MG
180
Mather Group
Illinois
$683K
PFA
181
Plotkin Financial Advisors
Maryland
$676K +$6.71K +60 +1%
MW
182
Merited Wealth
Florida
$675K +$71K +635 +12%
SW
183
Simplicity Wealth
New Jersey
$671K +$641K +5,737 New
Nomura Asset Management
184
Nomura Asset Management
Japan
$668K
MA
185
MKT Advisors
California
$663K +$112 +1 +0%
SEIA
186
Signature Estate & Investment Advisors
California
$656K +$13.6K +122 +2%
JWCA
187
J.W. Cole Advisors
Florida
$646K +$618K +5,524 New
MFPI
188
Midwest Financial Partners Investments
Minnesota
$644K
AFW
189
Avantra Family Wealth
Pennsylvania
$632K
CMP
190
Courage Miller Partners
Virginia
$606K
MA
191
Mutual Advisors
Nebraska
$605K -$18.1K -162 -3%
US Bancorp
192
US Bancorp
Minnesota
$601K -$268K -2,400 -32%
BFG
193
Bouchey Financial Group
New York
$592K
CFG
194
Cornerstone Financial Group
Nebraska
$590K +$447 +4 +0.1%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$584K +$28.1K +251 +5%
Cerity Partners
196
Cerity Partners
New York
$578K +$122K +1,087 +28%
SWM
197
SK Wealth Management
Rhode Island
$570K +$447 +4 +0.1%
CWG
198
Cornerstone Wealth Group
North Carolina
$569K
MIA
199
Milestone Investment Advisors
Wisconsin
$565K
FA
200
Flagstar Advisors
New York
$559K +$18K +161 +3%