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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$5.52M +$93.7K +1,528 +2%
LFAS
27
Level Four Advisory Services
Texas
$5.03M -$342K -5,570 -7%
IWM
28
IHT Wealth Management
Illinois
$4.71M +$313K +5,107 +8%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$4.37M -$92.6K -1,510 -2%
JIC
30
Johnson Investment Counsel
Ohio
$4.31M -$40K -653 -1%
MWM
31
Marietta Wealth Management
Georgia
$4.06M +$613 +10 +0%
Stifel Financial
32
Stifel Financial
Missouri
$4.04M -$3.86K -63 -0.1%
Creative Planning
33
Creative Planning
Kansas
$3.99M +$19.3K +315 +0.5%
FIG
34
FundX Investment Group
California
$3.83M -$5.74M -93,538 -57%
Citigroup
35
Citigroup
New York
$3.75M -$439K -7,154 -11%
RA
36
Rodgers & Associates
Pennsylvania
$3.71M -$70.6K -1,151 -2%
CC
37
Corsicana & Co
Texas
$3.56M +$3.37M +54,930 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$3.56M – – –
CAN
39
Cetera Advisor Networks
California
$3.48M +$585K +9,541 +22%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$3.45M -$326K -5,318 -9%
TC
41
TAP Consulting
Missouri
$3.42M +$964K +15,727 +42%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$3.42M -$45.9K -749 -1%
GG
43
GenWealth Group
New Jersey
$3.08M -$83.3K -1,359 -3%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2.88M -$10.9M -177,676 -80%
KA
45
Kovack Advisors
Florida
$2.87M -$9.44K -154 -0.3%
TFCP
46
Twin Focus Capital Partners
Massachusetts
$2.81M – – –
BAMG
47
Brand Asset Management Group
Missouri
$2.71M -$17.7K -289 -0.7%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$2.68M -$14.1K -230 -0.6%
DWMG
49
DB Wealth Management Group
California
$2.57M -$838K -13,671 -26%
DC
50
Davenport & Co
Virginia
$2.55M +$229K +3,726 +10%