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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHCM
51
Stokes & Hubbell Capital Management
Louisiana
$658K +$60.9K +1,680 +10%
KLI
52
Kelman-Lazarov Inc
Tennessee
$656K – – –
BRWA
53
B. Riley Wealth Advisors
Florida
$613K -$63.2K -1,745 -10%
PA
54
Pinnacle Associates
New York
$583K +$181 +5 +0%
WBG
55
Wharton Business Group
Pennsylvania
$556K – – –
BOTW
56
Bank of the West
California
$522K – – –
SAM
57
Summit Asset Management
Tennessee
$498K – – –
Mariner
58
Mariner
Kansas
$496K +$19.6K +540 +4%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$473K – – –
AWM
60
AE Wealth Management
Kansas
$444K +$124K +3,410 +40%
GWM
61
Geneos Wealth Management
Colorado
$379K +$70.6K +1,950 +24%
EGA
62
Eagle Global Advisors
Texas
$371K +$28.1K +775 +8%
VCM
63
Vision Capital Management
Oregon
$342K – – –
CA
64
Calton & Associates
Florida
$340K -$7.06K -195 -2%
DC
65
Davenport & Co
Virginia
$331K +$54.3K +1,500 +20%
MCM
66
Mainstay Capital Management
Michigan
$319K – – –
IA
67
IFP Advisors
Florida
$313K +$292K +8,050 +2,147%
Creative Planning
68
Creative Planning
Kansas
$307K +$10.1K +280 +4%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$300K +$3.26K +90 +1%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$277K +$49.8K +1,375 +23%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$277K +$177K +4,895 +190%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$272K +$20.1K +555 +8%
FHA
73
Flagship Harbor Advisors
Massachusetts
$263K – – –
SPC
74
Sigma Planning Corp
Michigan
$255K -$40.9K -1,130 -14%
SS
75
Simplicity Solutions
Minnesota
$251K +$244K +6,740 New