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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
201
Aspect Partners
Virginia
$556K
SB
202
Strategic Blueprint
Georgia
$539K +$30.7K +275 +6%
SCM
203
SCS Capital Management
Massachusetts
$535K
VFS
204
Valpey Financial Services
New Hampshire
$530K -$4.36K -39 -0.9%
PAG
205
Paladin Advisory Group
Iowa
$525K
LWM
206
LJI Wealth Management
Indiana
$518K
EH
207
Equitable Holdings
New York
$517K -$110M -987,471 -100%
EWA
208
EP Wealth Advisors
California
$506K +$125K +1,117 +35%
REMPR
209
Roof Eidam Maycock Peralta (REMP)
California
$497K
SPWG
210
Syntegra Private Wealth Group
Missouri
$497K
SWP
211
Stratos Wealth Partners
Ohio
$494K +$161K +1,438 +52%
Goldman Sachs
212
Goldman Sachs
New York
$491K -$2.64M -23,610 -85%
AAS
213
Annex Advisory Services
Wisconsin
$489K
AWM
214
Accel Wealth Management
Iowa
$477K +$224 +2 +0%
AAP
215
Arax Advisory Partners
Colorado
$475K +$454K +4,060 New
IC
216
IEQ Capital
California
$461K +$440K +3,939 New
JAA
217
Joel Adams & Associates
North Carolina
$454K +$104K +934 +32%
DWM
218
Diversify Wealth Management
Utah
$448K +$187K +1,672 +71%
DAS
219
Diversify Advisory Services
Utah
$448K +$451K +4,037 New
EWM
220
Elevation Wealth Management
Minnesota
$443K +$115K +1,025 +37%
SFA
221
Sequoia Financial Advisors
Ohio
$438K
CB
222
Commerce Bank
Missouri
$433K
PCMC
223
Paragon Capital Management (Colorado)
Colorado
$425K
GHAM
224
Gilman Hill Asset Management
Connecticut
$405K
Brown Advisory
225
Brown Advisory
Maryland
$386K