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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Aspire Wealth Management
Massachusetts
$8.03M -$62.9K -822 -0.8%
SFG
27
Sunburst Financial Group
Alabama
$7.99M -$1.13M -14,818 -13%
PCIA
28
Prime Capital Investment Advisors
Kansas
$7.62M +$306K +3,999 +4%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$7.43M -$80.1K -1,047 -1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$7.42M -$6.48M -84,603 -48%
Mariner
31
Mariner
Kansas
$7.27M -$101K -1,316 -1%
LAS
32
Legacy Advisory Services
Pennsylvania
$7.01M -$220K -2,879 -3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$6.83M +$1M +13,116 +19%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$6.69M -$6.39M -83,547 -50%
AWM
35
AE Wealth Management
Kansas
$6.64M +$6.24M +81,564 New
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$6.62M +$31.4K +410 +0.5%
WCAMG
37
Woodard & Company Asset Management Group
North Carolina
$6.2M -$85.3K -1,114 -1%
LFAS
38
Level Four Advisory Services
Texas
$5.86M -$28.9K -378 -0.5%
WPIC
39
White Pine Investment Company
Michigan
$5.3M +$35.2K +460 +0.7%
MWM
40
Marietta Wealth Management
Georgia
$5.24M -$108K -1,415 -2%
SPIA
41
Steward Partners Investment Advisory
New York
$4.95M +$262K +3,420 +6%
IWM
42
IHT Wealth Management
Illinois
$4.85M -$74.4K -972 -2%
JIC
43
Johnson Investment Counsel
Ohio
$4.78M -$765 -10 -0%
OCM
44
One Capital Management
California
$4.77M -$299K -3,910 -6%
Creative Planning
45
Creative Planning
Kansas
$4.77M +$82.1K +1,072 +2%
Stifel Financial
46
Stifel Financial
Missouri
$4.71M +$266K +3,472 +6%
AFTS
47
American Financial & Tax Strategies
New York
$4.49M -$30.8K -402 -0.7%
MFG
48
Merit Financial Group
Georgia
$4.01M +$3.83K +50 +0.1%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3.99M -$837K -10,929 -18%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$3.65M -$80.8K -1,055 -2%