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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
201
Element Wealth
Mississippi
$33.5K – – –
SWM
202
Spire Wealth Management
Virginia
$27.6K – – –
GJIA
203
Glass Jacobson Investment Advisors
Maryland
$26.9K +$24.8K +431 New
SN
204
Sittner & Nelson
Oregon
$24.4K – – –
PCM
205
Penserra Capital Management
California
$20K +$18.8K +327 New
NC
206
NewSquare Capital
Pennsylvania
$17.8K +$16.4K +285 New
JFA
207
JNBA Financial Advisors
Minnesota
$17.4K – – –
FCA
208
FinTrust Capital Advisors
South Carolina
$17.3K – – –
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$16.1K – – –
PA
210
PSI Advisors
Florida
$15.1K +$57 +1 +0.4%
AIC
211
Archer Investment Corporation
Indiana
$9.97K – – –
IPW
212
Impact Partnership Wealth
Georgia
$9.6K +$8.85K +154 New
CWA
213
Clearview Wealth Advisors
Oregon
$7.79K – – –
RFG
214
RFP Financial Group
Georgia
$7.24K +$6.67K +116 New
WCAMG
215
Woodard & Company Asset Management Group
North Carolina
$4.3K +$3.97K +69 New
CP
216
Castleview Partners
Texas
$623 +$575 +10 New
AA
217
Addison Advisors
Vermont
$250 +$230 +4 New
HNB
218
Huntington National Bank
Ohio
$62 – – –
TRCT
219
Tower Research Capital (TRC)
New York
– -$915K -16,520 Closed
VF
220
VitalStone Financial
Texas
– -$1.06M -14,708 Closed
Goldman Sachs
221
Goldman Sachs
New York
– -$807K -14,582 Closed
RBFC
222
Roman Butler Fullerton & Co
Missouri
– -$660K -12,193 Closed
KLI
223
Kelman-Lazarov Inc
Tennessee
– -$399K -7,216 Closed
SG
224
StoneX Group
New York
– -$329K -5,947 Closed
IA
225
IFG Advisory
Georgia
– -$315K -5,687 Closed