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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
201
Archer Investment Corporation
Indiana
$11.5K – – –
CWA
202
Clearview Wealth Advisors
Oregon
$9K – – –
CAAS
203
Capital Asset Advisory Services
Michigan
$8K – – –
FAG
204
Fortitude Advisory Group
Washington
$4K +$3.66K +52 New
AssetMark Inc
205
AssetMark Inc
California
$3K +$2.32K +33 +275%
HNWAG
206
High Net Worth Advisory Group
Florida
$3K +$2.46K +35 New
COCM
207
Charter Oak Capital Management
New Hampshire
$2K – – –
FTUS
208
Flow Traders U.S.
New York
– -$3.07M -46,853 Closed
C
209
Certuity
Florida
– -$783K -11,941 Closed
AI
210
AXS Investments
New York
– -$553K -8,430 Closed
SS
211
Sunbelt Securities
Texas
– -$404K -6,173 Closed
CCT
212
Country Club Trust
Missouri
– -$305K -4,625 Closed
BPA
213
Beacon Pointe Advisors
California
– -$264K -4,026 Closed
PCS
214
Personal CFO Solutions
New Jersey
– -$207K -3,165 Closed
HI
215
Harbour Investments
Wisconsin
– -$137K -2,095 Closed
WT
216
Washington Trust
Rhode Island
– -$49K -750 Closed
IF
217
Ironwood Financial
Arizona
– -$39K -600 Closed
LAS
218
Lloyd Advisory Services
Georgia
– -$26K -395 Closed
CCMW
219
Cypress Capital Management (Wyoming)
Wyoming
– -$15K -225 Closed
Barclays
220
Barclays
United Kingdom
– -$3K -41 Closed
GKWIM
221
Gerber Kawasaki Wealth & Investment Management
California
– -$1K -1 Closed