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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
SXL
199
Summit X LLC
Missouri
-$1.34K -2,315 Closed
F
200
F3Logic
Minnesota
-$67.2K -1,255 Closed