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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$77.8M +$6.12M +276,500 +9%
Bank of America
2
Bank of America
North Carolina
$24.1M +$1.71M +77,090 +8%
BWM
3
Baystate Wealth Management
Massachusetts
$23.8M +$452K +20,425 +2%
Wells Fargo
4
Wells Fargo
California
$17.6M +$4.94M +223,130 +40%
UBS Group
5
UBS Group
Switzerland
$10.5M +$10.3M +464,495 New
Morgan Stanley
6
Morgan Stanley
New York
$10.3M +$1.53M +68,920 +18%
JP Morgan Chase
7
JP Morgan Chase
New York
$9.52M +$126K +5,680 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.39M +$1.47M +66,595 +22%
LPL Financial
9
LPL Financial
California
$7.61M +$343K +15,490 +5%
AIG
10
American International Group
New York
$5.45M +$1.83M +82,800 +52%
JIC
11
Johnson Investment Counsel
Ohio
$4.58M -$72K -3,250 -2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$4.02M +$3.94M +177,795 New
CAN
13
Cetera Advisor Networks
California
$3.28M +$147K +6,630 +5%
NFG
14
Noven Financial Group
Colorado
$2.6M -$337K -15,235 -12%
CMP
15
Courage Miller Partners
Virginia
$2.5M -$23.6K -1,065 -1%
Ameriprise
16
Ameriprise
Minnesota
$2.42M +$209K +9,445 +10%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.94M +$7.64K +345 +0.4%
Citigroup
18
Citigroup
New York
$1.88M +$26.5K +1,195 +1%
UFA
19
US Financial Advisors
Massachusetts
$1.74M +$1.7M +76,870 New
ECM
20
ETrade Capital Management
Virginia
$1.57M -$146K -6,600 -9%
NES
21
New England Securities
New York
$1.32M +$335K +15,120 +35%
SG Americas Securities
22
SG Americas Securities
New York
$1.31M -$2.72M -122,925 -68%
MFS
23
MSI Financial Services
Massachusetts
$1.19M +$328K +14,820 +39%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.18M +$220K +9,930 +24%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$945K +$145K +6,555 +19%