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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
PSI Advisors
Florida
$12K
WA
177
Win Advisors
Florida
$8K
AIC
178
Archer Investment Corporation
Indiana
$7.72K
CWA
179
Clearview Wealth Advisors
Oregon
$6K
CAAS
180
Capital Asset Advisory Services
Michigan
$5K
OPW
181
Oxler Private Wealth
New York
$4K
SWM
182
Spire Wealth Management
Virginia
$2K -$22.2K -410 -91%
FHC
183
First Heartland Consultants
Missouri
$215 +$541 +10 +0.2%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$65 +$50.2K +929 +360%
CA
185
Clearstead Advisors
Ohio
-$43M -858,882 Closed
Citadel Advisors
186
Citadel Advisors
Florida
-$1.62M -32,339 Closed
FTUS
187
Flow Traders U.S.
New York
-$1.07M -21,346 Closed
OAM
188
Oak Asset Management
California
-$588K -11,743 Closed
Baird Financial Group
189
Baird Financial Group
Wisconsin
-$437K -8,726 Closed
OIA
190
OneDigital Investment Advisors
Kansas
-$235K -4,693 Closed
SG
191
StoneX Group
New York
-$212K -4,236 Closed
AAS
192
Annex Advisory Services
Wisconsin
-$207K -4,125 Closed
ACP
193
Arcus Capital Partners
Georgia
-$200K -3,998 Closed
CA
194
CoreCap Advisors
Michigan
-$107K -2,131 Closed
BAM
195
Belpointe Asset Management
Nevada
-$100K -2,000 Closed
TCWM
196
Total Clarity Wealth Management
Illinois
-$76K -1,520 Closed
VVP
197
Venture Visionary Partners
Ohio
-$56.1K -1,120 Closed
SWM
198
SeaCrest Wealth Management
New York
-$43K -861 Closed
FBT
199
First Bank & Trust
South Dakota
-$25K -500 Closed
COCM
200
Charter Oak Capital Management
New Hampshire
-$2K -30 Closed