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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTS
51
BB&T Securities
Virginia
$342K +$28.7K +1,185 +9%
VCM
52
Vision Capital Management
Oregon
$337K
SFA
53
Sequoia Financial Advisors
Ohio
$330K -$38.8K -1,600 -10%
M&T Bank
54
M&T Bank
New York
$329K
CA
55
Cetera Advisors
Colorado
$325K +$59.6K +2,460 +22%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$322K
Stifel Financial
57
Stifel Financial
Missouri
$290K +$292K +12,065 New
SI
58
SII Investments
Wisconsin
$248K -$207K -8,560 -45%
MA
59
MUFG Americas
New York
$230K
BRWA
60
B. Riley Wealth Advisors
Florida
$228K +$121 +5 +0.1%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$220K +$220K +9,065 New
OC
62
Oakworth Capital
Alabama
$197K
Creative Planning
63
Creative Planning
Kansas
$184K -$68.2K -2,815 -27%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$120K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$120K
HFA
66
High Falls Advisors
New York
$120K +$121K +5,000 New
PFBT
67
Parkside Financial Bank & Trust
Missouri
$107K
ASN
68
Advisory Services Network
Georgia
$75K
NSIM
69
North Star Investment Management
Illinois
$64K
FIB
70
First Interstate Bank
Montana
$60K +$60.6K +2,500 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$56K +$56.5K +2,330 New
TWMP
72
Taylor Wealth Management Partners
Massachusetts
$43K +$43.4K +1,790 New
IA
73
IFP Advisors
Florida
$32K +$32.7K +1,350 New
WA
74
WFG Advisors
Texas
$25K +$242 +10 +1%
AIM
75
Advantage Investment Management
Iowa
$15K