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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$6.41M +$1.45M +22,860 +32%
LWM
27
LongView Wealth Management
Georgia
$6.36M +$5.97M +94,364 New
LAS
28
Legacy Advisory Services
Pennsylvania
$6.13M +$5.72M +90,452 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$5.72M +$658K +10,399 +14%
Mariner
30
Mariner
Kansas
$5.54M +$585K +9,243 +13%
WCAMG
31
Woodard & Company Asset Management Group
North Carolina
$5.32M +$3.41M +53,956 +220%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$5.19M -$52.8K -835 -1%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$5.11M +$365K +5,779 +8%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$5.1M +$58K +917 +1%
PCIA
35
Prime Capital Investment Advisors
Kansas
$4.99M -$13.7K -217 -0.3%
OCM
36
One Capital Management
California
$4.93M +$414K +6,539 +10%
LFAS
37
Level Four Advisory Services
Texas
$4.91M
CAN
38
Cetera Advisor Networks
California
$4.66M +$413K +6,529 +10%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$4.58M +$3.67M +58,094 +612%
MWM
40
Marietta Wealth Management
Georgia
$4.48M +$36.9K +584 +0.9%
WPIC
41
White Pine Investment Company
Michigan
$4.35M +$125K +1,972 +3%
IWM
42
IHT Wealth Management
Illinois
$4.16M -$8.22K -130 -0.2%
JIC
43
Johnson Investment Counsel
Ohio
$3.99M
Creative Planning
44
Creative Planning
Kansas
$3.91M -$12.1K -192 -0.3%
AFTS
45
American Financial & Tax Strategies
New York
$3.9M +$3.64M +57,571 New
D
46
Dentgroup
Louisiana
$3.61M -$691K -10,923 -17%
Stifel Financial
47
Stifel Financial
Missouri
$3.6M -$85.1K -1,345 -2%
SPIA
48
Steward Partners Investment Advisory
New York
$3.54M +$908K +14,357 +38%
AWS
49
Atria Wealth Solutions
New York
$3.51M +$1.58M +25,012 +94%
RPGK
50
Retirement Planning Group (Kansas)
Kansas
$3.43M -$227K -3,582 -7%