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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D
26
Dentgroup
Louisiana
$5.83M +$62.2K +975 +1%
S
27
Surevest
California
$5.14M +$4.78M +74,843 +1,769%
PCIA
28
Prime Capital Investment Advisors
Kansas
$4.96M
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$4.9M -$37.3K -584 -0.8%
IWM
30
IHT Wealth Management
Illinois
$4.87M -$40.1K -629 -0.8%
LFAS
31
Level Four Advisory Services
Texas
$4.71M
OCM
32
One Capital Management
California
$4.45M +$4.37M +68,480 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$4.31M -$878K -13,752 -17%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$4.24M +$4.17M +65,284 New
JIC
35
Johnson Investment Counsel
Ohio
$4.24M -$30.4K -476 -0.7%
MWM
36
Marietta Wealth Management
Georgia
$4.17M +$350K +5,483 +9%
Creative Planning
37
Creative Planning
Kansas
$3.91M -$18.3K -286 -0.5%
CC
38
Corsicana & Co
Texas
$3.75M +$77.3K +1,212 +2%
CAN
39
Cetera Advisor Networks
California
$3.66M +$332K +5,203 +10%
RA
40
Rodgers & Associates
Pennsylvania
$3.5M +$55.1K +863 +2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$3.25M +$570K +8,932 +22%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$3.21M -$23.5K -368 -0.7%
GG
43
GenWealth Group
New Jersey
$2.97M -$65.9K -1,032 -2%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$2.88M -$212K -3,320 -7%
Stifel Financial
45
Stifel Financial
Missouri
$2.81M -$1.12M -17,607 -29%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$2.79M -$73.6K -1,154 -3%
SFG
47
Sunburst Financial Group
Alabama
$2.79M +$2.34M +36,667 +587%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$2.79M +$2.52M +39,484 +1,158%
RJA
49
Raymond James & Associates
Florida
$2.79M +$128K +2,011 +5%
BAMG
50
Brand Asset Management Group
Missouri
$2.69M -$383 -6 -0%