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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$89.9M +$11.5M +419,500 +15%
Bank of America
2
Bank of America
North Carolina
$34M +$1.16M +42,340 +4%
Morgan Stanley
3
Morgan Stanley
New York
$22.6M +$2.06M +74,930 +10%
Wells Fargo
4
Wells Fargo
California
$15.1M +$263K +9,575 +2%
UBS Group
5
UBS Group
Switzerland
$11.6M +$606K +22,065 +6%
GG
6
GenWealth Group
New Jersey
$11.2M +$11.1M +402,795 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.8M -$88K -3,200 -0.8%
JP Morgan Chase
8
JP Morgan Chase
New York
$10.4M -$468K -17,045 -4%
LPL Financial
9
LPL Financial
California
$8.62M -$131K -4,750 -2%
CA
10
Clearstead Advisors
Ohio
$8.22M -$45.5K -1,655 -0.6%
Goldman Sachs
11
Goldman Sachs
New York
$7.08M -$38.5K -1,400 -0.5%
MML Investors Services
12
MML Investors Services
Massachusetts
$5.58M +$5.51M +200,490 New
Ameriprise
13
Ameriprise
Minnesota
$4.5M +$264K +9,590 +6%
Citigroup
14
Citigroup
New York
$3.65M +$52.2K +1,900 +1%
Jane Street
15
Jane Street
New York
$3.38M +$3.33M +121,260 New
JIC
16
Johnson Investment Counsel
Ohio
$3.26M -$137K -5,000 -4%
LFAS
17
Level Four Advisory Services
Texas
$2.99M
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.99M +$2.08M +75,765 +240%
AG
19
Advisor Group
Arizona
$2.64M +$597K +21,705 +30%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$2.47M +$57.3K +2,085 +2%
CMP
21
Courage Miller Partners
Virginia
$2.11M -$1.1K -40 -0.1%
CAN
22
Cetera Advisor Networks
California
$1.97M -$83.3K -3,030 -4%
MBA
23
McQueen Ball & Associates
Pennsylvania
$1.82M
TFCP
24
Twin Focus Capital Partners
Massachusetts
$1.78M
ECM
25
ETrade Capital Management
Virginia
$1.74M -$6.18K -225 -0.4%