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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
51
Blue Sky Asset Management
Colorado
$1.2M +$1.14M +28,615 New
Bank of New York Mellon
52
Bank of New York Mellon
New York
$1.18M
Truist Financial
53
Truist Financial
North Carolina
$1.02M +$970K +24,415 New
GWM
54
Geneos Wealth Management
Colorado
$997K
FSC
55
Full Sail Capital
Oklahoma
$987K
LFS
56
Legacy Financial Strategies
Kansas
$963K +$912K +22,940 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$906K -$2.03M -51,170 -70%
ACP
58
Arcus Capital Partners
Georgia
$877K +$1.79K +45 +0.2%
CAL
59
Capital Advisors Ltd
Ohio
$865K +$819K +20,605 New
WP
60
WealthSource Partners
California
$851K +$805K +20,255 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$768K +$81.3K +2,045 +13%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$766K -$11.1K -280 -2%
HSWM
63
Hubbell Strickland Wealth Management
Louisiana
$732K -$994 -25 -0.1%
BRWA
64
B. Riley Wealth Advisors
Florida
$708K -$1.19K -30 -0.2%
BFA
65
Beacon Financial Advisory
Ohio
$663K +$628K +15,800 New
FFN
66
Focus Financial Network
Minnesota
$646K -$22.5K -565 -4%
PWS
67
Private Wealth Strategies
Ohio
$641K +$606K +15,255 New
PWM
68
Perigon Wealth Management
California
$634K
WBG
69
Wharton Business Group
Pennsylvania
$629K
PA
70
Pinnacle Associates
New York
$628K +$199 +5 +0%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$610K +$13.5K +340 +2%
CA
72
Cetera Advisors
Colorado
$607K -$23.1K -580 -4%
EWA
73
EP Wealth Advisors
California
$604K +$572K +14,385 New
HWM
74
Howard Wealth Management
Connecticut
$595K +$564K +14,185 New
TRCT
75
Tower Research Capital (TRC)
New York
$557K -$71.5K -1,800 -12%