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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
201
CPR Investments
Michigan
$208K +$199K +2,761 New
KWM
202
Kaydan Wealth Management
Michigan
$208K +$198K +2,750 New
SXL
203
Summit X LLC
Missouri
$207K +$198K +2,745 New
SWA
204
SOA Wealth Advisors
New York
$204K +$72 +1 +0%
EB
205
Eastern Bank
Massachusetts
$201K -$50.1K -696 -21%
LWANC
206
Laurel Wealth Advisors (North Carolina)
North Carolina
$196K – – –
HIA
207
Harbor Investment Advisory
Maryland
$170K -$21.6K -300 -12%
MFA
208
McClarren Financial Advisors
Pennsylvania
$163K +$2.67K +37 +2%
KFI
209
Key Financial Inc
Pennsylvania
$152K – – –
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$149K – – –
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$145K -$32.3K -448 -19%
CA
212
Crewe Advisors
Utah
$142K – – –
CMA
213
Cedar Mountain Advisors
Oregon
$132K – – –
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$128K +$122K +1,695 New
SL
215
Salomon & Ludwin
Virginia
$108K -$2.74K -38 -3%
CFD
216
Creative Financial Designs
Indiana
$99.8K -$22.6K -313 -19%
TFGT
217
TS Financial Group (TSFG)
Illinois
$98K – – –
US Bancorp
218
US Bancorp
Minnesota
$97.1K -$71.3K -989 -43%
HBW
219
Hazlett, Burt & Watson
West Virginia
$91K – – –
SAM
220
Smartleaf Asset Management
Massachusetts
$86.5K +$82.4K +1,144 New
AssetMark Inc
221
AssetMark Inc
California
$84.2K -$1.54M -21,378 -95%
PB
222
Pinnacle Bancorp
Nebraska
$84.2K +$72 +1 +0.1%
MWM
223
MGB Wealth Management
Texas
$75.5K – – –
NF
224
Norwood Financial
Pennsylvania
$75.5K – – –
AWM
225
Avior Wealth Management
Nebraska
$75.1K – – –