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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
201
Baird Financial Group
Wisconsin
$291K
GM
202
GeoWealth Management
Illinois
$290K -$484K -5,477 -63%
EAM
203
Evanson Asset Management
California
$278K
KLI
204
Kelman-Lazarov Inc
Tennessee
$265K
FHC
205
First Heartland Consultants
Missouri
$263K +$354 +4 +0.1%
DWM
206
Destination Wealth Management
California
$263K
SXL
207
Summit X LLC
Missouri
$260K +$13.6K +154 +6%
SG
208
StoneX Group
New York
$252K +$442 +5 +0.2%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$251K +$247K +2,789 New
EWA
210
EP Wealth Advisors
California
$248K
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$247K -$18.6K -210 -7%
KWM
212
Kaydan Wealth Management
Michigan
$246K +$88 +1 +0%
SWA
213
SOA Wealth Advisors
New York
$243K +$88 +1 +0%
FA
214
Fiduciary Alliance
South Carolina
$241K +$3.98K +45 +2%
PAS
215
Park Avenue Securities
New York
$241K +$238K +2,686 New
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$236K -$203K -2,294 -47%
CA
217
Cornerstone Advisory
Maryland
$234K +$354 +4 +0.2%
LWANC
218
Laurel Wealth Advisors (North Carolina)
North Carolina
$233K
NFG
219
Nations Financial Group
Iowa
$230K +$88 +1 +0%
BSCCG
220
Blue Sky Capital Consultants Group
California
$228K +$225K +2,545 New
MG
221
McHugh Group
Ohio
$227K +$224K +2,530 New
SF
222
Synovus Financial
Georgia
$227K
EAM
223
Everstar Asset Management
North Carolina
$226K
SWA
224
Stratos Wealth Advisors
Ohio
$225K +$354 +4 +0.2%
JWM
225
JGP Wealth Management
Oregon
$225K +$222K +2,507 New