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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 – – –
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$13K – – –
PA
188
PSI Advisors
Florida
$12K – – –
AIC
189
Archer Investment Corporation
Indiana
$8.01K – – –
WA
190
Win Advisors
Florida
$8K – – –
CWA
191
Clearview Wealth Advisors
Oregon
$6K – – –
CAAS
192
Capital Asset Advisory Services
Michigan
$5K – – –
COCM
193
Charter Oak Capital Management
New Hampshire
$2K – – –
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