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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
176
TD Ameritrade Investment Management
Nebraska
$23K – – –
FCA
177
FinTrust Capital Advisors
South Carolina
$21K – – –
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$18K – – –
KFI
179
Key Financial Inc
Pennsylvania
$15K +$14.1K +255 New
CCMW
180
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
AIC
181
Archer Investment Corporation
Indiana
$9.28K – – –
CWA
182
Clearview Wealth Advisors
Oregon
$7K +$6.93K +125 New
CAAS
183
Capital Asset Advisory Services
Michigan
$6K – – –
FCH
184
Freestone Capital Holdings
Washington
$5.51K -$17.2K -310 -77%
COCM
185
Charter Oak Capital Management
New Hampshire
$2K +$1.66K +30 New
TC
186
Trilogy Capital
California
– -$16M -298,445 Closed
PFA
187
Pinnacle Family Advisors
Missouri
– -$4.97M -92,975 Closed
FTUS
188
Flow Traders U.S.
New York
– -$3.81M -71,240 Closed
Baird Financial Group
189
Baird Financial Group
Wisconsin
– -$3.7M -69,210 Closed
AI
190
Atria Investments
North Carolina
– -$2.1M -39,225 Closed
FEM
191
Fulcrum Equity Management
Texas
– -$1.65M -30,775 Closed
RBFC
192
Roman Butler Fullerton & Co
Missouri
– -$887K -16,580 Closed
GSC
193
G&S Capital
Colorado
– -$720K -13,460 Closed
JWCA
194
J.W. Cole Advisors
Florida
– -$512K -9,580 Closed
Franklin Resources
195
Franklin Resources
California
– -$394K -7,360 Closed
CAN
196
Claraphi Advisory Network
United States
– -$379K -7,085 Closed
IAN
197
Integrated Advisors Network
Texas
– -$347K -6,480 Closed
FAIM
198
Financial Advocates Investment Management
Washington
– -$267K -4,995 Closed
F
199
F3Logic
Minnesota
– -$67.2K -1,255 Closed
JSC
200
Jackson Square Capital
California
– -$44K -825 Closed