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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$68.8M +$20.7M +953,500 +43%
BWM
2
Baystate Wealth Management
Massachusetts
$22.5M +$1.27M +58,480 +6%
Bank of America
3
Bank of America
North Carolina
$21.5M +$108 +5 +0%
Wells Fargo
4
Wells Fargo
California
$12.1M -$75K -3,460 -0.6%
JP Morgan Chase
5
JP Morgan Chase
New York
$9.03M +$3.18M +146,690 +55%
U
6
UBS
Switzerland
$8.49M -$359K -16,575 -4%
Morgan Stanley
7
Morgan Stanley
New York
$8.39M +$454K +20,930 +6%
LPL Financial
8
LPL Financial
California
$6.88M +$360K +16,585 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.62M +$171K +7,880 +3%
JIC
10
Johnson Investment Counsel
Ohio
$4.47M -$210K -9,675 -4%
SG Americas Securities
11
SG Americas Securities
New York
$3.94M -$4.33M -199,540 -52%
AIG
12
American International Group
New York
$3.44M +$2.84M +130,835 +480%
TH
13
Timber Hill
Connecticut
$3.21M +$3.2M +147,740 New
CAN
14
Cetera Advisor Networks
California
$3.01M +$188K +8,675 +7%
NFG
15
Noven Financial Group
Colorado
$2.83M -$351K -16,195 -11%
CMP
16
Courage Miller Partners
Virginia
$2.42M +$20.6K +950 +0.9%
Ameriprise
17
Ameriprise
Minnesota
$2.12M +$132K +6,090 +7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.86M +$1.24M +57,140 +201%
Citigroup
19
Citigroup
New York
$1.78M +$76.5K +3,525 +5%
ECM
20
ETrade Capital Management
Virginia
$1.66M -$32.1K -1,480 -2%
BFG
21
Beacon Financial Group
Texas
$1.3M +$996K +45,945 +286%
TFCP
22
Twin Focus Capital Partners
Massachusetts
$1.06M +$151K +6,970 +17%
NES
23
New England Securities
New York
$941K +$186K +8,565 +25%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$918K +$6.94K +320 +0.8%
HighTower Advisors
25
HighTower Advisors
Illinois
$912K -$79.8K -3,680 -8%