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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
201
Commerce Bank
Missouri
$399K
PCMC
202
Paragon Capital Management (Colorado)
Colorado
$389K -$9.12K -105 -3%
FWM
203
FLP Wealth Management
Arkansas
$384K +$344K +3,966 New
SFA
204
Sequoia Financial Advisors
Ohio
$362K
KA
205
Kovack Advisors
Florida
$344K -$8.69K -100 -3%
JWM
206
JGP Wealth Management
Oregon
$339K +$47.6K +548 +19%
GHAM
207
Gilman Hill Asset Management
Connecticut
$335K
EGA
208
Eagle Global Advisors
Texas
$328K
EWA
209
EP Wealth Advisors
California
$316K +$42.8K +493 +18%
CA
210
CoreCap Advisors
Michigan
$310K -$7.29K -84 -3%
AI
211
Atria Investments
North Carolina
$306K +$275K +3,162 New
Baird Financial Group
212
Baird Financial Group
Wisconsin
$305K -$4.34K -50 -2%
EAM
213
Evanson Asset Management
California
$300K
SG
214
StoneX Group
New York
$297K +$22.8K +263 +9%
Brown Advisory
215
Brown Advisory
Maryland
$296K +$266K +3,058 New
PIC
216
Platt Investment Counsel
Florida
$291K -$24K -276 -8%
SXL
217
Summit X LLC
Missouri
$289K
KLI
218
Kelman-Lazarov Inc
Tennessee
$287K
WIA
219
World Investment Advisors
California
$286K
FHC
220
First Heartland Consultants
Missouri
$285K +$261 +3 +0.1%
EFA
221
Edge Financial Advisors
Illinois
$284K +$258K +2,968 New
US Bancorp
222
US Bancorp
Minnesota
$284K +$166K +1,910 +188%
OC
223
Opinicus Capital
Florida
$281K -$1.65K -19 -0.7%
AC
224
AlphaCore Capital
California
$276K
GS
225
GTS Securities
Florida
$267K +$239K +2,751 New