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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
176
FinTrust Capital Advisors
South Carolina
$17K – – –
JFA
177
JNBA Financial Advisors
Minnesota
$15K -$1.14K -21 -6%
PA
178
PSI Advisors
Florida
$12K – – –
WA
179
Win Advisors
Florida
$8K – – –
AIC
180
Archer Investment Corporation
Indiana
$7.72K – – –
CWA
181
Clearview Wealth Advisors
Oregon
$6K – – –
CAAS
182
Capital Asset Advisory Services
Michigan
$5K – – –
OPW
183
Oxler Private Wealth
New York
$4K – – –
SWM
184
Spire Wealth Management
Virginia
$2K -$22.2K -410 -91%
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