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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$859K +$916K +27,080 New
BTS
52
BB&T Securities
Virginia
$778K -$138K -4,090 -14%
BRWM
53
B. Riley Wealth Management
Tennessee
$774K +$825K +24,405 New
BWM
54
Baystate Wealth Management
Massachusetts
$748K -$35.8K -1,060 -5%
MFS
55
Madrona Financial Services
Washington
$691K – – –
ACP
56
Arcus Capital Partners
Georgia
$666K +$66.4K +1,965 +10%
CAL
57
Capital Advisors Ltd
Ohio
$653K – – –
GWM
58
Geneos Wealth Management
Colorado
$624K +$327K +9,660 +95%
BRWA
59
B. Riley Wealth Advisors
Florida
$606K +$88.6K +2,620 +16%
SHCM
60
Stokes & Hubbell Capital Management
Louisiana
$562K +$1.52K +45 +0.3%
PWM
61
Perigon Wealth Management
California
$557K +$554K +16,375 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$553K +$317K +9,380 +116%
Stifel Financial
63
Stifel Financial
Missouri
$552K -$274K -8,115 -32%
KLI
64
Kelman-Lazarov Inc
Tennessee
$521K -$40.9K -1,210 -7%
PA
65
Pinnacle Associates
New York
$497K +$338 +10 +0.1%
WBG
66
Wharton Business Group
Pennsylvania
$475K – – –
BOTW
67
Bank of the West
California
$445K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$443K -$132K -3,905 -22%
Mariner
69
Mariner
Kansas
$423K – – –
SAM
70
Summit Asset Management
Tennessee
$409K -$16.9K -500 -4%
GWA
71
Guidant Wealth Advisors
Illinois
$396K +$423K +12,515 New
PAG
72
Private Advisory Group
Washington
$376K +$401K +11,855 New
DC
73
Davenport & Co
Virginia
$365K +$88.8K +2,625 +29%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$346K +$119K +3,510 +48%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$344K -$62.2K -1,840 -14%