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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Kovack Advisors
Florida
$1.35M -$108K -4,205 -8%
CA
27
Cetera Advisors
Colorado
$1.27M +$105K +4,075 +9%
SG Americas Securities
28
SG Americas Securities
New York
$1.22M – – –
RWP
29
RWA Wealth Partners
Massachusetts
$1.07M -$9.49K -370 -0.9%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$1.03M +$706K +27,525 +236%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$857K -$108K -4,225 -11%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$830K -$16.3K -635 -2%
US Bancorp
33
US Bancorp
Minnesota
$807K -$130K -5,085 -14%
TH
34
Timber Hill
Connecticut
$768K +$115K +4,500 +18%
MWM
35
Marietta Wealth Management
Georgia
$750K +$297K +11,575 +68%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$726K +$67.2K +2,620 +10%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$674K +$28.1K +1,095 +4%
BWM
38
Baystate Wealth Management
Massachusetts
$643K -$48.6M -1,893,010 -99%
CAL
39
Capital Advisors Ltd
Ohio
$565K – – –
MC
40
Moors & Cabot
Massachusetts
$526K – – –
KLI
41
Kelman-Lazarov Inc
Tennessee
$509K – – –
WBG
42
Wharton Business Group
Pennsylvania
$491K – – –
SB
43
Suntrust Banks
Georgia
$467K +$223K +8,675 +82%
VKH
44
Virtu KCG Holdings
New York
$460K -$385K -14,995 -46%
PA
45
Pinnacle Associates
New York
$432K +$257 +10 +0.1%
EFS
46
Essex Financial Services
Connecticut
$430K +$24.2K +945 +6%
ACP
47
Arcus Capital Partners
Georgia
$370K -$53.4K -2,080 -13%
BOTW
48
Bank of the West
California
$370K – – –
SAM
49
Summit Asset Management
Tennessee
$367K – – –
BTS
50
BB&T Securities
Virginia
$351K -$26.2K -1,020 -7%