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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
26
Vision Capital Management
Oregon
$637K -$31.4K -1,800 -5%
Creative Planning
27
Creative Planning
Kansas
$622K -$216K -12,335 -26%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$589K +$44.6K +2,555 +8%
VKH
29
Virtu KCG Holdings
New York
$529K +$515K +29,480 New
BF
30
BOK Financial
Oklahoma
$507K +$18.1K +1,035 +4%
AIG
31
American International Group
New York
$500K +$172K +9,870 +55%
NPC
32
National Planning Corporation
California
$389K +$372K +21,315 New
NES
33
New England Securities
New York
$361K +$77.4K +4,430 +28%
PA
34
Pinnacle Associates
New York
$335K +$87 +5 +0%
SAM
35
Summit Asset Management
Tennessee
$294K
BFG
36
Beacon Financial Group
Texas
$290K +$280K +16,055 New
SI
37
SII Investments
Wisconsin
$260K -$32.1K -1,840 -11%
ICAS
38
Investors Capital Advisory Services
Massachusetts
$236K +$230K +13,170 New
Barclays
39
Barclays
United Kingdom
$186K
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$180K +$524 +30 +0.3%
MA
41
MUFG Americas
New York
$178K
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$42K +$87 +5 +0.2%
S
43
SignatureFD
Georgia
$40K -$6.99K -400 -15%
PP
44
Palladium Partners
Virginia
$33K
JA
45
JOYN Advisors
Georgia
$16K +$15.7K +900 New
US Bancorp
46
US Bancorp
Minnesota
$15K +$14.2K +810 New
TAIM
47
TD Ameritrade Investment Management
Nebraska
$13K
MAS
48
Madden Advisory Services
Florida
$7K
WA
49
WFG Advisors
Texas
$7K +$87 +5 +1%
DS
50
DRW Securities
Illinois
-$504K -30,675 Closed