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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
176
Nomura Asset Management
Japan
$594K
IP
177
Indivisible Partners
Florida
$594K +$596K +5,708 New
OAS
178
Optivise Advisory Services
Tennessee
$589K +$101K +968 +21%
AI
179
Atria Investments
North Carolina
$588K +$89.1K +853 +18%
IA
180
Invested Advisors
Pennsylvania
$581K +$583K +5,585 New
SEIA
181
Signature Estate & Investment Advisors
California
$577K -$81K -776 -12%
MFPI
182
Midwest Financial Partners Investments
Minnesota
$573K +$575K +5,505 New
AFW
183
Avantra Family Wealth
Pennsylvania
$562K
MIA
184
Milestone Investment Advisors
Wisconsin
$549K +$551K +5,275 New
CMP
185
Courage Miller Partners
Virginia
$539K -$2.4K -23 -0.4%
BCA
186
Bay Colony Advisors
Massachusetts
$535K
BFG
187
Bouchey Financial Group
New York
$526K
CFG
188
Cornerstone Financial Group
Nebraska
$524K +$731 +7 +0.1%
FA
189
Flagstar Advisors
New York
$518K -$1.88K -18 -0.4%
SWM
190
SK Wealth Management
Rhode Island
$514K +$731 +7 +0.1%
CWG
191
Cornerstone Wealth Group
North Carolina
$506K
AP
192
Aspect Partners
Virginia
$495K
WANY
193
Wealthspire Advisors (New York)
New York
$483K +$1.57K +15 +0.3%
SCM
194
SCS Capital Management
Massachusetts
$476K
VFS
195
Valpey Financial Services
New Hampshire
$475K -$627 -6 -0.1%
MA
196
Mutual Advisors
Nebraska
$472K +$1.04K +10 +0.2%
PAG
197
Paladin Advisory Group
Iowa
$467K
NIWA
198
New Insight Wealth Advisors
California
$461K -$40.2K -385 -8%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$456K -$8.46K -81 -2%
LWM
200
LJI Wealth Management
Indiana
$454K