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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$886K +$152K +4,375 +22%
BTS
52
BB&T Securities
Virginia
$883K -$14.3K -410 -2%
BWM
53
Baystate Wealth Management
Massachusetts
$824K -$4.35K -125 -0.6%
MFS
54
Madrona Financial Services
Washington
$797K – – –
FSC
55
Full Sail Capital
Oklahoma
$784K +$746K +21,430 New
PAG
56
Private Advisor Group
New Jersey
$773K -$2.79M -80,140 -79%
ACP
57
Arcus Capital Partners
Georgia
$769K +$1.04K +30 +0.1%
CAL
58
Capital Advisors Ltd
Ohio
$753K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$685K +$44.9K +1,290 +7%
BRWA
60
B. Riley Wealth Advisors
Florida
$662K -$35K -1,005 -5%
SHCM
61
Stokes & Hubbell Capital Management
Louisiana
$638K -$9.74K -280 -2%
KLI
62
Kelman-Lazarov Inc
Tennessee
$595K -$5.74K -165 -1%
FFN
63
Focus Financial Network
Minnesota
$588K +$560K +16,090 New
PA
64
Pinnacle Associates
New York
$574K +$174 +5 +0%
PWM
65
Perigon Wealth Management
California
$565K -$52.2K -1,500 -9%
Jane Street
66
Jane Street
New York
$562K -$3.3M -94,920 -86%
GCM
67
Gunderson Capital Management
South Carolina
$560K +$533K +15,305 New
WBG
68
Wharton Business Group
Pennsylvania
$547K – – –
Stifel Financial
69
Stifel Financial
Missouri
$528K -$107K -3,075 -18%
GWA
70
Guidant Wealth Advisors
Illinois
$526K +$65.1K +1,870 +15%
Mariner
71
Mariner
Kansas
$488K – – –
SAM
72
Summit Asset Management
Tennessee
$472K – – –
CA
73
Calton & Associates
Florida
$449K +$88K +2,530 +26%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$432K +$32K +920 +8%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$421K +$65.6K +1,885 +20%