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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
Baystate Wealth Management
Massachusetts
$846K -$187 -5 -0%
FSC
52
Full Sail Capital
Oklahoma
$826K
ACP
53
Arcus Capital Partners
Georgia
$808K +$934 +25 +0.1%
CAL
54
Capital Advisors Ltd
Ohio
$791K
Fidelity Investments
55
Fidelity Investments
Massachusetts
$732K +$365K +9,775 +105%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$686K -$32K -855 -5%
KLI
57
Kelman-Lazarov Inc
Tennessee
$624K
PA
58
Pinnacle Associates
New York
$602K +$187 +5 +0%
FFN
59
Focus Financial Network
Minnesota
$598K -$18.9K -505 -3%
BRWA
60
B. Riley Wealth Advisors
Florida
$590K -$102K -2,735 -15%
GCM
61
Gunderson Capital Management
South Carolina
$586K -$1.12K -30 -0.2%
WBG
62
Wharton Business Group
Pennsylvania
$574K
PWM
63
Perigon Wealth Management
California
$571K
GWA
64
Guidant Wealth Advisors
Illinois
$552K
Mariner
65
Mariner
Kansas
$512K
Stifel Financial
66
Stifel Financial
Missouri
$498K -$49.9K -1,335 -9%
PAG
67
Private Advisor Group
New Jersey
$495K -$309K -8,255 -39%
SAM
68
Summit Asset Management
Tennessee
$495K
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$465K +$12.7K +340 +3%
PAG
70
Private Advisory Group
Washington
$442K -$12.5K -335 -3%
RBFC
71
Roman Butler Fullerton & Co
Missouri
$408K +$49.9K +1,335 +14%
RW
72
RVW Wealth
California
$404K
BSW
73
Buckingham Strategic Wealth
Missouri
$367K -$6.91K -185 -2%
VCM
74
Vision Capital Management
Oregon
$342K
VFA
75
Voya Financial Advisors
Connecticut
$336K +$12.5K +335 +4%