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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$7.67M +$636K +14,625 +10%
GWM
27
Geneos Wealth Management
Colorado
$7.66M +$6.42M +147,735 +710%
Citadel Advisors
28
Citadel Advisors
Florida
$7.03M -$405K -9,315 -6%
AWA
29
Arkadios Wealth Advisors
Georgia
$6.83M -$149K -3,430 -2%
Citigroup
30
Citigroup
New York
$6.3M -$267K -6,135 -4%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$6.21M +$5.76M +132,415 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$5.31M +$4.23M +97,230 +608%
Stifel Financial
33
Stifel Financial
Missouri
$4.3M -$841K -19,360 -17%
CWM
34
Cornerstone Wealth Management
Missouri
$4.03M +$381K +8,760 +11%
FAIM
35
Financial Advocates Investment Management
Washington
$3.91M +$3.62M +83,305 New
LFAS
36
Level Four Advisory Services
Texas
$3.82M -$170K -3,920 -5%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$3.71M +$2.92M +67,160 +628%
WWM
38
WJ Wealth Management
Arizona
$3.64M +$3.37M +77,540 New
AI
39
Atria Investments
North Carolina
$3.47M +$3.22M +74,015 New
GG
40
GenWealth Group
New Jersey
$3.42M -$22.2K -510 -0.7%
JIC
41
Johnson Investment Counsel
Ohio
$3.39M -$43.5K -1,000 -1%
PCIA
42
Prime Capital Investment Advisors
Kansas
$3.19M -$281K -6,460 -9%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$3.18M +$2.62M +60,225 +795%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$3.04M -$51.7K -1,190 -2%
MWM
45
Marietta Wealth Management
Georgia
$2.94M -$256K -5,900 -9%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.88M
TFCP
47
Twin Focus Capital Partners
Massachusetts
$2.84M
TC
48
TAP Consulting
Missouri
$2.58M -$8.91K -205 -0.4%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$2.58M +$145K +3,325 +6%
PFA
50
Pinnacle Family Advisors
Missouri
$2.49M -$1.59M -36,575 -41%