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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
MSI Financial Services
Massachusetts
$819K -$8.35K -385 -1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$766K -$15.3K -705 -2%
ICAS
28
Investors Capital Advisory Services
Massachusetts
$671K +$82.7K +3,815 +14%
WBG
29
Wharton Business Group
Pennsylvania
$603K -$53.2K -2,455 -8%
CAG
30
Crestwood Advisors Group
Massachusetts
$574K +$14.4K +665 +3%
Creative Planning
31
Creative Planning
Kansas
$532K -$93.7K -4,320 -15%
NPC
32
National Planning Corporation
California
$480K -$9.76K -450 -2%
US Bancorp
33
US Bancorp
Minnesota
$475K +$119K +5,500 +34%
CAL
34
Capital Advisors Ltd
Ohio
$466K
WI
35
WBI Investments
New Jersey
$458K +$456K +21,035 New
MC
36
Moors & Cabot
Massachusetts
$451K
VCM
37
Vision Capital Management
Oregon
$439K -$38.5K -1,775 -8%
Goldman Sachs
38
Goldman Sachs
New York
$400K -$217 -10 -0.1%
SFA
39
Sequoia Financial Advisors
Ohio
$396K -$47.3K -2,180 -11%
PA
40
Pinnacle Associates
New York
$380K
SAM
41
Summit Asset Management
Tennessee
$323K
CA
42
Cetera Advisors
Colorado
$318K +$81.9K +3,775 +35%
SI
43
SII Investments
Wisconsin
$263K -$28.5K -1,315 -10%
M&T Bank
44
M&T Bank
New York
$261K +$261K +12,020 New
Barclays
45
Barclays
United Kingdom
$225K
MA
46
MUFG Americas
New York
$216K
NFG
47
Next Financial Group
Texas
$211K +$211K +9,710 New
FAAS
48
First Allied Advisory Services
California
$204K -$46.1K -2,125 -19%
OC
49
Oakworth Capital
Alabama
$181K
NSIM
50
North Star Investment Management
Illinois
$57K