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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
51
Kelman-Lazarov Inc
Tennessee
$475K
TRCT
52
Tower Research Capital (TRC)
New York
$471K +$126K +4,125 +38%
BTS
53
BB&T Securities
Virginia
$441K +$34.9K +1,145 +9%
BOTW
54
Bank of the West
California
$439K
SAM
55
Summit Asset Management
Tennessee
$420K
Mariner
56
Mariner
Kansas
$400K +$390K +12,795 New
ACP
57
Arcus Capital Partners
Georgia
$393K +$1.52K +50 +0.4%
VCM
58
Vision Capital Management
Oregon
$323K -$29.7K -975 -9%
M&T Bank
59
M&T Bank
New York
$320K -$27.1K -890 -8%
Creative Planning
60
Creative Planning
Kansas
$320K +$87.7K +2,875 +39%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$313K +$71.7K +2,350 +31%
MCM
62
Mainstay Capital Management
Michigan
$284K +$277K +9,085 New
EGA
63
Eagle Global Advisors
Texas
$280K
SHCM
64
Stokes & Hubbell Capital Management
Louisiana
$271K +$264K +8,645 New
SFA
65
Sequoia Financial Advisors
Ohio
$268K
DC
66
Davenport & Co
Virginia
$255K -$38.1K -1,250 -13%
SPC
67
Sigma Planning Corp
Michigan
$238K -$34.8K -1,140 -13%
BRWA
68
B. Riley Wealth Advisors
Florida
$237K -$1.22K -40 -0.5%
SEI Investments
69
SEI Investments
Pennsylvania
$228K +$223K +7,300 New
PAG
70
Private Advisor Group
New Jersey
$222K -$367K -12,045 -64%
HCM
71
Howard Capital Management
Georgia
$220K +$215K +7,045 New
XS
72
XML Securities
Maryland
$213K +$208K +6,830 New
GWM
73
Geneos Wealth Management
Colorado
$211K +$170K +5,585 +475%
FAAS
74
First Allied Advisory Services
California
$201K -$21.4K -700 -10%
FHA
75
Flagship Harbor Advisors
Massachusetts
$201K +$188K +6,160 New