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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$3.15M -$832K -24,600 -20%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$3.06M +$29.2K +865 +0.9%
JIC
28
Johnson Investment Counsel
Ohio
$2.85M -$84.5K -2,500 -3%
AAS
29
Avantax Advisory Services
Texas
$2.78M +$2.96M +87,625 New
FAIM
30
Financial Advocates Investment Management
Washington
$2.76M +$2.94M +87,040 New
CAN
31
Cetera Advisor Networks
California
$2.44M +$27.7K +820 +1%
RJA
32
Raymond James & Associates
Florida
$2.18M -$2.72M -80,395 -54%
MBA
33
McQueen Ball & Associates
Pennsylvania
$2.07M
TFCP
34
Twin Focus Capital Partners
Massachusetts
$2.01M
MWM
35
Marietta Wealth Management
Georgia
$1.92M +$137K +4,055 +7%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$1.91M -$878K -25,975 -30%
TW
37
Towerpoint Wealth
California
$1.83M +$1.95M +57,630 New
US Bancorp
38
US Bancorp
Minnesota
$1.8M +$1.16M +34,405 +154%
Citadel Advisors
39
Citadel Advisors
Florida
$1.74M +$1.86M +55,005 New
BAMG
40
Brand Asset Management Group
Missouri
$1.64M -$11.7K -345 -0.7%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.37M +$33.8K +1,000 +2%
KA
42
Kovack Advisors
Florida
$1.28M -$179K -5,290 -12%
ECM
43
ETrade Capital Management
Virginia
$1.22M +$24K +710 +2%
PCIA
44
Prime Capital Investment Advisors
Kansas
$1.21M -$127K -3,745 -9%
CMP
45
Courage Miller Partners
Virginia
$1.19M -$1.01K -30 -0.1%
IWM
46
IHT Wealth Management
Illinois
$1.12M +$18.6K +550 +2%
RWP
47
RWA Wealth Partners
Massachusetts
$1.07M -$108K -3,190 -9%
CA
48
Cetera Advisors
Colorado
$989K -$50K -1,480 -5%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$930K
GIA
50
Gladstone Institutional Advisory
Florida
$859K +$916K +27,080 New