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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
176
Capital Asset Advisory Services
Michigan
$7K – – –
COCM
177
Charter Oak Capital Management
New Hampshire
$2K – – –
AssetMark Inc
178
AssetMark Inc
California
$2K +$2.27K +37 New
CRWM
179
Castle Rock Wealth Management
California
– -$1.13M -92,145 Closed
SI
180
SimpliFi Inc
California
– -$4.48M -77,645 Closed
Citadel Advisors
181
Citadel Advisors
Florida
– -$1.29M -22,350 Closed
VFA
182
Voya Financial Advisors
Connecticut
– -$597K -10,495 Closed
MHS
183
M Holdings Securities
Oregon
– -$527K -9,135 Closed
C
184
Certuity
Florida
– -$390K -6,760 Closed
DAS
185
Dynamic Advisor Solutions
Arizona
– -$375K -6,505 Closed
AP
186
Advisors Preferred
Maryland
– -$217K -3,695 Closed
SIM
187
Seaview Investment Managers
Florida
– -$205K -3,560 Closed
SPIA
188
Steward Partners Investment Advisory
New York
– -$86.5K -1,500 Closed
AIC
189
Ameritas Investment Company
Nebraska
– -$57.7K -1,000 Closed
VFA
190
Valeo Financial Advisors
Indiana
– -$32K -560 Closed
FFW
191
Fusion Family Wealth
New York
– -$30K -515 Closed
RWB
192
RMR Wealth Builders
New Jersey
– -$24K -415 Closed
TAIM
193
TD Ameritrade Investment Management
Nebraska
– -$23K -390 Closed
AIC
194
Archer Investment Corporation
Indiana
– -$9.23K -160 Closed