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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIB
76
First Interstate Bank
Montana
$61K
AWM
77
Avior Wealth Management
Nebraska
$49K
NFG
78
Next Financial Group
Texas
$45K
IF
79
Ironwood Financial
Arizona
$34K
IA
80
IFP Advisors
Florida
$32K -$17.5K -725 -36%
GWM
81
Geneos Wealth Management
Colorado
$28K
WA
82
WFG Advisors
Texas
$25K +$120 +5 +0.5%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$22.4K +930 New
AIM
84
Advantage Investment Management
Iowa
$15K
FFW
85
Fusion Family Wealth
New York
$13K +$12.3K +510 New
CCMW
86
Cypress Capital Management (Wyoming)
Wyoming
$10.9K
AssetMark Inc
87
AssetMark Inc
California
$6K -$3.49K -145 -38%
BP
88
Ballentine Partners
Massachusetts
$6K
TAIM
89
TD Ameritrade Investment Management
Nebraska
$5K
BBHC
90
Brown Brothers Harriman & Co
New York
$1K +$1.08K +45 New
DWM
91
Destination Wealth Management
California
-$476K -19,500 Closed
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
-$341K -13,980 Closed
WI
93
WBI Investments
New Jersey
-$297K -12,170 Closed
SHGA
94
Sand Hill Global Advisors
California
-$228K -9,365 Closed
SWP
95
Stratos Wealth Partners
Ohio
-$219K -8,970 Closed
KA
96
Klingman & Associates
New York
-$51K -2,075 Closed
HS
97
Horan Securities
United States
-$42K -1,740 Closed
CWM
98
Concert Wealth Management
California
-$41K -1,695 Closed
IWMPD
99
Integrated Wealth Management (Palm Desert)
California
-$12K -500 Closed