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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
176
Annex Advisory Services
Wisconsin
$336K – – –
CB
177
Commerce Bank
Missouri
$335K – – –
SFA
178
Sequoia Financial Advisors
Ohio
$307K +$38.3K +500 +15%
FIC
179
Family Investment Center
Missouri
$293K – – –
TSWM
180
Tyler-Stone Wealth Management
Ohio
$287K – – –
EGA
181
Eagle Global Advisors
Texas
$283K – – –
GHAM
182
Gilman Hill Asset Management
Connecticut
$282K – – –
MCM
183
Mainstay Capital Management
Michigan
$276K – – –
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$267K -$12.6K -165 -5%
SA
185
Strategic Advocates
Utah
$266K – – –
EAM
186
Evanson Asset Management
California
$252K – – –
KLI
187
Kelman-Lazarov Inc
Tennessee
$241K -$7.58K -99 -3%
DWM
188
Destination Wealth Management
California
$239K – – –
FHC
189
First Heartland Consultants
Missouri
$238K +$230 +3 +0.1%
SG
190
StoneX Group
New York
$238K +$8.73K +114 +4%
KFI
191
Key Financial Inc
Pennsylvania
$238K +$68.7K +898 +44%
VWA
192
Visionary Wealth Advisors
Illinois
$237K – – –
AssetMark Inc
193
AssetMark Inc
California
$226K +$127K +1,659 +149%
KWM
194
Kaydan Wealth Management
Michigan
$224K – – –
SXL
195
Summit X LLC
Missouri
$224K +$230 +3 +0.1%
SWA
196
SOA Wealth Advisors
New York
$220K – – –
FA
197
Fiduciary Alliance
South Carolina
$219K +$203K +2,647 New
FLI
198
Family Legacy Inc
South Carolina
$212K +$199K +2,606 New
LWANC
199
Laurel Wealth Advisors (North Carolina)
North Carolina
$212K – – –
EB
200
Eastern Bank
Massachusetts
$209K -$6.66K -87 -3%