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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
76
Shira Ridge Wealth Management
California
$1.39M -$12.6K -202 -0.9%
TW
77
Towerpoint Wealth
California
$1.35M -$75.8K -1,220 -5%
Citadel Advisors
78
Citadel Advisors
Florida
$1.35M +$638K +10,256 +83%
Two Sigma Investments
79
Two Sigma Investments
New York
$1.25M +$1.3M +20,900 New
HGWM
80
Horst & Graben Wealth Management
Oregon
$1.24M -$10.1K -163 -0.8%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$1.2M -$24.2K -389 -2%
CA
82
Cetera Advisors
Colorado
$1.18M -$248K -3,983 -17%
FSC
83
Full Sail Capital
Oklahoma
$1.15M – – –
XF
84
XML Financial
Maryland
$1.11M +$4.66K +75 +0.4%
CAL
85
Capital Advisors Ltd
Ohio
$1.03M – – –
Comerica Bank
86
Comerica Bank
Texas
$1.03M +$1.08M +17,316 New
GIA
87
Gladstone Institutional Advisory
Florida
$1.01M – – –
SC
88
Savant Capital
Illinois
$927K – – –
MCM
89
MAI Capital Management
Ohio
$920K +$959K +15,430 New
CAG
90
Csenge Advisory Group
Florida
$842K -$746 -12 -0.1%
RBFC
91
Roman Butler Fullerton & Co
Missouri
$733K +$749K +12,055 New
PWS
92
Private Wealth Strategies
Ohio
$733K – – –
EWA
93
EP Wealth Advisors
California
$708K +$411K +6,604 +125%
CFG
94
Cooper Financial Group
California
$708K – – –
EFS
95
Essex Financial Services
Connecticut
$701K – – –
ACM
96
AlphaStar Capital Management
North Carolina
$686K +$357K +5,739 +104%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$674K – – –
WWM
98
Windsor Wealth Management
Indiana
$650K – – –
GWM
99
Geneos Wealth Management
Colorado
$638K – – –
Marshall Wace
100
Marshall Wace
United Kingdom
$637K +$365K +5,879 +123%