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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$794K -$420K -9,336 -35%
MFG
52
Merit Financial Group
Georgia
$707K -$148K -3,296 -17%
CMP
53
Courage Miller Partners
Virginia
$700K -$450 -10 -0.1%
MWM
54
Mittelman Wealth Management
Massachusetts
$683K
CGA
55
Crescent Grove Advisors
Illinois
$652K
TPCW
56
TD Private Client Wealth
New York
$650K +$21.8K +485 +4%
Creative Planning
57
Creative Planning
Kansas
$638K -$7.96K -177 -1%
AWM
58
Avior Wealth Management
Nebraska
$625K -$62.9K -1,399 -9%
CCAL
59
City Center Advisors LLC
Michigan
$622K
PWS
60
Private Wealth Strategies
Ohio
$608K +$630 +14 +0.1%
KFI
61
Key Financial Inc
Pennsylvania
$585K +$288K +6,404 +99%
CW
62
CreativeOne Wealth
Kansas
$556K +$70K +1,555 +15%
NA
63
NewEdge Advisors
Louisiana
$488K +$133K +2,965 +38%
Northern Trust
64
Northern Trust
Illinois
$480K -$7.29K -162 -2%
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$468K +$73.7K +1,637 +19%
CPSAC
66
Chas P. Smith & Associates (CPS)
Florida
$460K -$25.8K -573 -5%
GCIM
67
Gunn & Company Investment Management
Florida
$460K +$455K +10,109 New
AHC
68
Adell Harriman & Carpenter
Texas
$400K
BW
69
Basepoint Wealth
Iowa
$378K
CIBC World Market
70
CIBC World Market
Ontario, Canada
$361K
MWP
71
Madison Wealth Partners
Wisconsin
$356K +$2.25K +50 +0.6%
BCG
72
Breakwater Capital Group
New Jersey
$350K -$16.4K -365 -5%
IFG
73
Independent Financial Group
California
$298K +$56.5K +1,255 +24%
KAS
74
Kestra Advisory Services
Texas
$289K +$5.13K +114 +2%
Comerica Bank
75
Comerica Bank
Texas
$286K