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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Summit Asset Management
Tennessee
$339K
BTS
52
BB&T Securities
Virginia
$334K -$2.14K -95 -0.7%
M&T Bank
53
M&T Bank
New York
$324K
JMPWA
54
JP Morgan Private Wealth Advisors
California
$317K +$337 +15 +0.1%
WP
55
WealthSource Partners
California
$317K +$302K +13,410 New
SFA
56
Sequoia Financial Advisors
Ohio
$305K -$18.2K -810 -6%
Stifel Financial
57
Stifel Financial
Missouri
$297K +$11.2K +500 +4%
BRWA
58
B. Riley Wealth Advisors
Florida
$296K +$293K +13,010 +138%
VCM
59
Vision Capital Management
Oregon
$291K -$38.1K -1,695 -12%
NPC
60
National Planning Corporation
California
$241K -$223K -9,915 -49%
MA
61
MUFG Americas
New York
$226K
FHC
62
First Heartland Consultants
Missouri
$200K +$191K +8,470 New
OC
63
Oakworth Capital
Alabama
$183K -$9.22K -410 -5%
Creative Planning
64
Creative Planning
Kansas
$180K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$130K +$10.9K +485 +10%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$118K
HFA
67
High Falls Advisors
New York
$118K
PFBT
68
Parkside Financial Bank & Trust
Missouri
$105K
NSIM
69
North Star Investment Management
Illinois
$62K
FIB
70
First Interstate Bank
Montana
$59K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$55K
KA
72
Klingman & Associates
New York
$49K +$46.5K +2,065 New
ASN
73
Advisory Services Network
Georgia
$44K -$28.5K -1,265 -40%
IF
74
Ironwood Financial
Arizona
$34K +$32.1K +1,425 New
GWM
75
Geneos Wealth Management
Colorado
$28K +$26.4K +1,175 New