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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$4.12M +$2.26M +54,010 +95%
RJA
27
Raymond James & Associates
Florida
$3.86M +$2.37M +56,710 +120%
PFA
28
Pinnacle Family Advisors
Missouri
$3.33M +$3.75M +89,650 New
LFAS
29
Level Four Advisory Services
Texas
$3.17M -$12.5K -300 -0.4%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$2.88M
CWM
31
Cornerstone Wealth Management
Missouri
$2.86M +$3.22M +77,100 New
PCIA
32
Prime Capital Investment Advisors
Kansas
$2.76M +$956K +22,870 +44%
JIC
33
Johnson Investment Counsel
Ohio
$2.72M -$118K -2,825 -4%
GG
34
GenWealth Group
New Jersey
$2.69M -$16.2M -386,325 -84%
MWM
35
Marietta Wealth Management
Georgia
$2.55M -$390K -9,330 -12%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$2.45M -$418 -10 -0%
BSAM
37
Blue Sky Asset Management
Colorado
$2.29M +$1.39M +33,175 +116%
TFCP
38
Twin Focus Capital Partners
Massachusetts
$2.25M
TC
39
TAP Consulting
Missouri
$2.05M -$48.7K -1,165 -2%
US Bancorp
40
US Bancorp
Minnesota
$2.04M -$87K -2,080 -4%
TW
41
Towerpoint Wealth
California
$1.95M -$110K -2,625 -5%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.92M +$373K +8,910 +21%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$1.88M
SPC
44
Sigma Planning Corp
Michigan
$1.82M +$1.66M +39,765 +435%
BAMG
45
Brand Asset Management Group
Missouri
$1.76M -$20.5K -490 -1%
IDA
46
Intelligence Driven Advisers
California
$1.64M -$340K -8,140 -16%
AHC
47
Adell Harriman & Carpenter
Texas
$1.58M
Creative Planning
48
Creative Planning
Kansas
$1.54M
DADC
49
D.A. Davidson & Co
Montana
$1.49M +$1.67M +39,990 New
HighTower Advisors
50
HighTower Advisors
Illinois
$1.43M -$123K -2,945 -7%