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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
SeaCrest Wealth Management
New York
$43K +$47.7K +861 New
WTA
177
Washington Trust Advisors
Massachusetts
$38K
TAIM
178
TD Ameritrade Investment Management
Nebraska
$30K +$4.49K +81 +16%
AF
179
Advisornet Financial
Minnesota
$28K +$30.5K +550 New
EW
180
Element Wealth
Mississippi
$27K
FBT
181
First Bank & Trust
South Dakota
$25K
SWM
182
Spire Wealth Management
Virginia
$23K -$105K -1,900 -81%
BlackRock
183
BlackRock
New York
$21K +$55 +1 +0.2%
SN
184
Sittner & Nelson
Oregon
$20K
FCA
185
FinTrust Capital Advisors
South Carolina
$19K -$36.4K -656 -65%
JFA
186
JNBA Financial Advisors
Minnesota
$16K
PA
187
PSI Advisors
Florida
$12K
AIC
188
Archer Investment Corporation
Indiana
$8.01K
WA
189
Win Advisors
Florida
$8K
CWA
190
Clearview Wealth Advisors
Oregon
$6K
CAAS
191
Capital Asset Advisory Services
Michigan
$5K
COCM
192
Charter Oak Capital Management
New Hampshire
$2K
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$13
GM
194
GeoWealth Management
Illinois
-$11.7M -179,929 Closed
AWM
195
AE Wealth Management
Kansas
-$7.17M -110,243 Closed
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
-$4.24M -65,284 Closed
AHC
197
Adell Harriman & Carpenter
Texas
-$2.44M -37,530 Closed
AssetMark Inc
198
AssetMark Inc
California
-$2.1M -32,275 Closed
KWM
199
Kingsview Wealth Management
Oregon
-$1.64M -25,286 Closed
TC
200
TAP Consulting
Missouri
-$1.58M -24,317 Closed