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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$766K -$99.5K -4,875 -12%
NES
27
New England Securities
New York
$739K +$200K +9,775 +39%
WBG
28
Wharton Business Group
Pennsylvania
$643K -$4.06M -198,750 -87%
AP
29
Advisors Preferred
Maryland
$641K -$225K -11,010 -27%
Creative Planning
30
Creative Planning
Kansas
$613K -$182K -8,915 -24%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$606K +$306 +15 +0.1%
AIG
32
American International Group
New York
$581K -$36K -1,765 -6%
ICAS
33
Investors Capital Advisory Services
Massachusetts
$577K +$34.8K +1,705 +7%
CAG
34
Crestwood Advisors Group
Massachusetts
$549K +$53.1K +2,600 +11%
NPC
35
National Planning Corporation
California
$481K +$28.6K +1,400 +7%
VCM
36
Vision Capital Management
Oregon
$469K -$112K -5,475 -20%
CAL
37
Capital Advisors Ltd
Ohio
$457K
MC
38
Moors & Cabot
Massachusetts
$443K
SFA
39
Sequoia Financial Advisors
Ohio
$434K -$40.6K -1,990 -9%
Goldman Sachs
40
Goldman Sachs
New York
$393K -$34.4K -1,685 -8%
PA
41
Pinnacle Associates
New York
$372K +$102 +5 +0%
US Bancorp
42
US Bancorp
Minnesota
$349K +$334K +16,340 New
BFG
43
Beacon Financial Group
Texas
$342K
CS
44
Credit Suisse
Switzerland
$337K +$21.7K +1,065 +7%
SAM
45
Summit Asset Management
Tennessee
$316K
SI
46
SII Investments
Wisconsin
$286K +$12.9K +630 +5%
FAAS
47
First Allied Advisory Services
California
$242K +$234K +11,460 New
CA
48
Cetera Advisors
Colorado
$231K +$4.9K +240 +2%
Barclays
49
Barclays
United Kingdom
$219K
MA
50
MUFG Americas
New York
$212K