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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WFG Advisors
Texas
$25K – – –
IA
77
IFP Advisors
Florida
$23K -$16.3K -725 -54%
AIM
78
Advantage Investment Management
Iowa
$15K – – –
IWMPD
79
Integrated Wealth Management (Palm Desert)
California
$12K – – –
CCMW
80
Cypress Capital Management (Wyoming)
Wyoming
$10.6K – – –
TAIM
81
TD Ameritrade Investment Management
Nebraska
$6K – – –
BP
82
Ballentine Partners
Massachusetts
$5K +$5.17K +230 New
GWM
83
Gupta Wealth Management
California
$4K – – –
NFG
84
Noven Financial Group
Colorado
– -$17.3M -719,760 Closed
DC
85
Davenport & Co
Virginia
– -$2.31M -96,165 Closed
BCM
86
Barometer Capital Management
Ontario, Canada
– -$2.04M -85,000 Closed
UFA
87
US Financial Advisors
Massachusetts
– -$2.03M -84,445 Closed
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
– -$814K -33,835 Closed
VFA
89
Voya Financial Advisors
Connecticut
– -$512K -21,085 Closed
WI
90
WBI Investments
New Jersey
– -$375K -15,605 Closed
Fidelity Investments
91
Fidelity Investments
Massachusetts
– -$220K -9,065 Closed
TWMP
92
Taylor Wealth Management Partners
Massachusetts
– -$43K -1,790 Closed
AFP
93
Ausdal Financial Partners
Iowa
– -$6K -250 Closed
AIA
94
Allegis Investment Advisors
Idaho
– -$5K -190 Closed