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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Summit Asset Management
Tennessee
$339K -$9.99K -410 -3%
SFA
52
Sequoia Financial Advisors
Ohio
$315K +$20.9K +860 +7%
M&T Bank
53
M&T Bank
New York
$308K -$11.7K -480 -4%
VCM
54
Vision Capital Management
Oregon
$305K +$4.75K +195 +2%
WI
55
WBI Investments
New Jersey
$297K -$77.8K -3,195 -21%
SI
56
SII Investments
Wisconsin
$288K -$62.2K -2,555 -18%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$285K +$20.9K +860 +8%
Stifel Financial
58
Stifel Financial
Missouri
$255K -$401K -16,475 -61%
BRWA
59
B. Riley Wealth Advisors
Florida
$255K -$27.3K -1,120 -10%
DC
60
Davenport & Co
Virginia
$251K – – –
NPC
61
National Planning Corporation
California
$251K +$5.84K +240 +2%
SHGA
62
Sand Hill Global Advisors
California
$228K – – –
SWP
63
Stratos Wealth Partners
Ohio
$219K +$218K +8,970 New
FWP
64
FAS Wealth Partners
Kansas
$213K +$212K +8,720 New
Creative Planning
65
Creative Planning
Kansas
$190K +$32K +1,315 +20%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$187K +$62.5K +2,565 +50%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$135K +$13.4K +550 +11%
PFBT
68
Parkside Financial Bank & Trust
Missouri
$109K – – –
NSIM
69
North Star Investment Management
Illinois
$64K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$64K +$7.67K +315 +14%
FIB
71
First Interstate Bank
Montana
$61K – – –
KA
72
Klingman & Associates
New York
$51K +$122 +5 +0.2%
IA
73
IFP Advisors
Florida
$50K – – –
AWM
74
Avior Wealth Management
Nebraska
$49K +$48.5K +1,990 New
NFG
75
Next Financial Group
Texas
$46K +$45.7K +1,875 New