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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
LJI Wealth Management
Indiana
$423K +$6.81K +67 +2%
SB
202
Strategic Blueprint
Georgia
$414K +$42.1K +414 +11%
RWM
203
Redstone Wealth Management
Oklahoma
$409K
REMPR
204
Roof Eidam Maycock Peralta (REMP)
California
$406K
SPWG
205
Syntegra Private Wealth Group
Missouri
$405K
AAS
206
Annex Advisory Services
Wisconsin
$399K
AWM
207
Accel Wealth Management
Iowa
$389K -$28.7K -283 -6%
NIWA
208
New Insight Wealth Advisors
California
$373K -$53.4K -526 -12%
Cerity Partners
209
Cerity Partners
New York
$368K +$141K +1,385 +56%
SFA
210
Sequoia Financial Advisors
Ohio
$357K
CB
211
Commerce Bank
Missouri
$354K -$42K -413 -10%
PCMC
212
Paragon Capital Management (Colorado)
Colorado
$347K -$20.3K -200 -5%
WIA
213
World Investment Advisors
California
$330K -$28.4K -280 -7%
GHAM
214
Gilman Hill Asset Management
Connecticut
$330K
BPA
215
Beacon Pointe Advisors
California
$316K +$336K +3,311 New
Brown Advisory
216
Brown Advisory
Maryland
$315K +$24.3K +239 +8%
KA
217
Kovack Advisors
Florida
$315K -$64.8K -638 -16%
EWA
218
EP Wealth Advisors
California
$307K
Baird Financial Group
219
Baird Financial Group
Wisconsin
$303K -$773K -7,614 -71%
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$299K
EAM
221
Evanson Asset Management
California
$296K
VFA
222
Valeo Financial Advisors
Indiana
$289K +$307K +3,024 New
EGA
223
Eagle Global Advisors
Texas
$288K -$30.5K -300 -9%
FA
224
Fiduciary Alliance
South Carolina
$287K
GHA
225
Good Harbor Advisors
Massachusetts
$286K