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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$327K -$71.3K -2,780 -18%
PAG
52
Private Advisor Group
New Jersey
$311K -$111K -4,315 -27%
VCM
53
Vision Capital Management
Oregon
$302K
NPC
54
National Planning Corporation
California
$300K +$31.8K +1,240 +12%
SFA
55
Sequoia Financial Advisors
Ohio
$285K -$22.5K -875 -7%
SI
56
SII Investments
Wisconsin
$285K +$128 +5 +0%
Stifel Financial
57
Stifel Financial
Missouri
$285K +$10.3K +400 +4%
SWP
58
Stratos Wealth Partners
Ohio
$282K +$275K +10,725 New
FWP
59
FAS Wealth Partners
Kansas
$230K
IWM
60
IHT Wealth Management
Illinois
$227K +$55.5K +2,165 +33%
DC
61
Davenport & Co
Virginia
$226K
BRWA
62
B. Riley Wealth Advisors
Florida
$224K -$1.16K -45 -0.5%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$211K -$87.2K -3,400 -30%
Creative Planning
64
Creative Planning
Kansas
$190K -$14.8K -575 -7%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$146K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$126K -$5.52K -215 -4%
PFBT
67
Parkside Financial Bank & Trust
Missouri
$117K
GRP
68
Global Retirement Partners
California
$94K
DADC
69
D.A. Davidson & Co
Montana
$73K
NSIM
70
North Star Investment Management
Illinois
$70K
FIB
71
First Interstate Bank
Montana
$66K
HS
72
Horan Securities
United States
$46K +$44.9K +1,750 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$45K -$24K -935 -35%
CAG
74
Crestwood Advisors Group
Massachusetts
$40K -$195K -7,605 -84%
PB
75
Pinnacle Bancorp
Nebraska
$36K +$34.8K +1,355 New