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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Moors & Cabot
Massachusetts
$590K -$66.4K -2,000 -10%
ACP
52
Arcus Capital Partners
Georgia
$548K +$139K +4,185 +33%
PA
53
Pinnacle Associates
New York
$513K +$166 +5 +0%
KLI
54
Kelman-Lazarov Inc
Tennessee
$497K
BOTW
55
Bank of the West
California
$460K
SAM
56
Summit Asset Management
Tennessee
$439K
Mariner
57
Mariner
Kansas
$436K +$16.4K +495 +4%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$384K +$58.1K +1,750 +18%
Stifel Financial
59
Stifel Financial
Missouri
$360K -$264K -7,950 -42%
M&T Bank
60
M&T Bank
New York
$350K +$15.6K +470 +5%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$316K +$320K +9,625 New
VCM
62
Vision Capital Management
Oregon
$310K -$29.1K -875 -8%
SWP
63
Stratos Wealth Partners
Ohio
$300K +$160K +4,820 +112%
MCM
64
Mainstay Capital Management
Michigan
$297K -$498 -15 -0.2%
EGA
65
Eagle Global Advisors
Texas
$293K
SHCM
66
Stokes & Hubbell Capital Management
Louisiana
$283K
Creative Planning
67
Creative Planning
Kansas
$268K -$68.1K -2,050 -20%
HCM
68
Howard Capital Management
Georgia
$260K +$29.2K +880 +12%
SPC
69
Sigma Planning Corp
Michigan
$249K +$332 +10 +0.1%
AWM
70
AE Wealth Management
Kansas
$249K +$253K +7,610 New
DC
71
Davenport & Co
Virginia
$243K -$24.6K -740 -9%
GWM
72
Geneos Wealth Management
Colorado
$236K +$14.9K +450 +7%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$236K +$171K +5,150 +251%
XS
74
XML Securities
Maryland
$225K +$1.49K +45 +0.7%
PAG
75
Private Advisor Group
New Jersey
$225K +$1.99K +60 +0.9%