We are live on ! Find out more
ILCG icon

iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
51
Bank of the West
California
$340K +$338K +14,040 New
SAM
52
Summit Asset Management
Tennessee
$337K
RJA
53
Raymond James & Associates
Florida
$333K -$33.3K -1,380 -9%
SFA
54
Sequoia Financial Advisors
Ohio
$283K -$29.9K -1,240 -10%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$283K
VCM
56
Vision Capital Management
Oregon
$278K -$25.3K -1,050 -8%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$276K +$275K +11,400 New
SI
58
SII Investments
Wisconsin
$258K -$26.1K -1,085 -9%
SB
59
Suntrust Banks
Georgia
$257K +$256K +10,630 New
NPC
60
National Planning Corporation
California
$256K -$9.04K -375 -4%
Stifel Financial
61
Stifel Financial
Missouri
$255K
Jane Street
62
Jane Street
New York
$254K -$2.8M -116,040 -92%
DC
63
Davenport & Co
Virginia
$226K -$22.9K -950 -9%
CAG
64
Crestwood Advisors Group
Massachusetts
$219K -$128K -5,325 -37%
FWP
65
FAS Wealth Partners
Kansas
$211K
BRWA
66
B. Riley Wealth Advisors
Florida
$207K -$45.7K -1,895 -18%
Creative Planning
67
Creative Planning
Kansas
$188K
IWM
68
IHT Wealth Management
Illinois
$158K +$156K +6,485 New
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$134K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$121K -$64.6K -2,680 -35%
PFBT
71
Parkside Financial Bank & Trust
Missouri
$108K
GRP
72
Global Retirement Partners
California
$87K +$86.2K +3,575 New
DADC
73
D.A. Davidson & Co
Montana
$68K +$51.1K +2,120 +307%
NSIM
74
North Star Investment Management
Illinois
$64K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$64K +$63.7K +2,645 New