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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$80.8M +$3.29M +138,500 +4%
Bank of America
2
Bank of America
North Carolina
$47.7M +$23.1M +974,375 +84%
BWM
3
Baystate Wealth Management
Massachusetts
$33.2M +$4.76M +200,365 +16%
Goldman Sachs
4
Goldman Sachs
New York
$27.5M -$237 -10 -0%
UBS Group
5
UBS Group
Switzerland
$16.9M +$306K +12,910 +2%
Wells Fargo
6
Wells Fargo
California
$16.5M -$308K -12,975 -2%
NFG
7
Noven Financial Group
Colorado
$15.6M +$13.8M +579,490 +494%
Morgan Stanley
8
Morgan Stanley
New York
$10M +$1.24M +52,385 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.8M +$411K +17,325 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$9.32M -$331K -13,930 -3%
LPL Financial
11
LPL Financial
California
$7.13M +$117K +4,910 +2%
MFS
12
MSI Financial Services
Massachusetts
$5.08M +$214K +9,010 +4%
Ameriprise
13
Ameriprise
Minnesota
$3.92M +$537K +22,625 +15%
JIC
14
Johnson Investment Counsel
Ohio
$3.59M -$354K -14,925 -9%
SG Americas Securities
15
SG Americas Securities
New York
$3.37M +$2.24M +94,395 +168%
CAN
16
Cetera Advisor Networks
California
$3.19M +$229K +9,655 +7%
Citigroup
17
Citigroup
New York
$2.6M +$52.9K +2,230 +2%
CMP
18
Courage Miller Partners
Virginia
$2.31M -$11.2K -470 -0.5%
UFA
19
US Financial Advisors
Massachusetts
$1.86M +$119K +5,000 +6%
ECM
20
ETrade Capital Management
Virginia
$1.48M -$58.7K -2,475 -4%
TFCP
21
Twin Focus Capital Partners
Massachusetts
$1.21M +$266K +11,215 +26%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.18M +$109K +4,600 +10%
KA
23
Kovack Advisors
Florida
$1.11M +$848K +35,735 +255%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.1M -$1.65M -69,480 -58%
AIG
25
American International Group
New York
$1.04M +$227K +9,580 +26%