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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$4.75M -$154K -2,990 -3%
RJA
27
Raymond James & Associates
Florida
$4.6M -$6.65M -128,980 -60%
CWM
28
Cornerstone Wealth Management
Missouri
$4.39M -$195K -3,790 -4%
LFAS
29
Level Four Advisory Services
Texas
$4.35M
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$4.15M -$53.1K -1,030 -1%
JIC
31
Johnson Investment Counsel
Ohio
$3.82M -$45.1K -875 -1%
Citigroup
32
Citigroup
New York
$3.81M -$3.25M -63,115 -47%
FTUS
33
Flow Traders U.S.
New York
$3.81M +$3.67M +71,240 New
Goldman Sachs
34
Goldman Sachs
New York
$3.74M +$3.6M +69,900 New
Baird Financial Group
35
Baird Financial Group
Wisconsin
$3.7M -$3.26M -63,205 -48%
GG
36
GenWealth Group
New Jersey
$3.41M -$447K -8,670 -12%
PCIA
37
Prime Capital Investment Advisors
Kansas
$3.37M -$253K -4,900 -7%
IA
38
IFP Advisors
Florida
$3.37M +$2.11M +41,020 +187%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$3.33M -$134K -2,600 -4%
TFCP
40
Twin Focus Capital Partners
Massachusetts
$3.16M -$77.3K -1,500 -2%
MWM
41
Marietta Wealth Management
Georgia
$3.1M -$246K -4,770 -8%
TC
42
TAP Consulting
Missouri
$2.95M +$2.06K +40 +0.1%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2.88M
Creative Planning
44
Creative Planning
Kansas
$2.75M +$122K +2,370 +5%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2.54M +$198K +3,845 +9%
US Bancorp
46
US Bancorp
Minnesota
$2.45M -$271K -5,265 -10%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$2.39M
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$2.39M -$1.19M -23,105 -34%
KA
49
Kovack Advisors
Florida
$2.31M -$206K -3,995 -8%
BAMG
50
Brand Asset Management Group
Missouri
$2.31M -$107K -2,075 -5%