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iShares Morningstar Small-Cap Growth ETF
ISCG

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Advisornet Financial
Minnesota
$324K -$25.6K -419 -8%
BEI
102
Benjamin Edwards Inc
Missouri
$320K – – –
GRP
103
Global Retirement Partners
California
$319K +$298K +4,875 New
SPIA
104
Steward Partners Investment Advisory
New York
$314K +$6.3K +103 +2%
IAA
105
Independent Advisor Alliance
North Carolina
$313K -$12K -196 -4%
PAS
106
Park Avenue Securities
New York
$285K -$122 -2 -0%
DC
107
Dahring Cusmano
Michigan
$285K +$265K +4,343 New
AWA
108
Asempa Wealth Advisors
Louisiana
$282K – – –
VT
109
Vise Technologies
New York
$267K +$249K +4,072 New
OFG
110
Opulen Financial Group
Virginia
$264K +$367 +6 +0.1%
BHBT
111
Burke & Herbert Bank & Trust
Virginia
$250K – – –
PTC
112
Private Trust Company
Ohio
$250K – – –
OC
113
Oppenheimer & Co
New York
$243K +$226K +3,704 New
KP
114
Keel Point
Alabama
$237K -$49.5K -809 -18%
ASN
115
Advisory Services Network
Georgia
$236K -$3.42K -56 -2%
SA
116
Sanctuary Advisors
Indiana
$232K +$216K +3,538 New
FA
117
Flagstar Advisors
New York
$226K -$26K -426 -11%
CWM
118
Connecticut Wealth Management
Connecticut
$225K +$210K +3,440 New
EFG
119
Everhart Financial Group
Ohio
$223K +$208K +3,409 New
RDFA
120
Ritter Daniher Financial Advisory
Ohio
$218K -$18.3K -299 -8%
TW
121
Towerpoint Wealth
California
$216K +$202K +3,298 New
PFPG
122
Pinnacle Financial Partners (Georgia)
Georgia
$215K +$200K +3,277 New
CCM
123
Compass Capital Management
Minnesota
$210K +$196K +3,210 New
OWA
124
Opal Wealth Advisors
New York
$206K – – –
WFM
125
Wolff Financial Management
Michigan
$202K +$189K +3,085 New
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