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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$59.8M -$2.67M -43,647 -5%
JP Morgan Chase
2
JP Morgan Chase
New York
$54.6M -$386K -6,308 -0.7%
LPL Financial
3
LPL Financial
California
$45.3M +$3.5M +57,219 +9%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$36.7M +$1.15M +18,843 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$36.3M -$834K -13,650 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$26.9M -$157K -2,568 -0.6%
GFA
7
Gallagher Fiduciary Advisors
Illinois
$20.8M -$494K -8,076 -2%
Ameriprise
8
Ameriprise
Minnesota
$20.7M +$3.98M +65,152 +26%
AI
9
Atria Investments
North Carolina
$20.7M -$470K -7,682 -2%
Bank of America
10
Bank of America
North Carolina
$18.1M +$434K +7,096 +3%
FIA
11
Foundations Investment Advisors
Arizona
$17.3M +$263K +4,310 +2%
Morgan Stanley
12
Morgan Stanley
New York
$17.2M +$162K +2,655 +1%
BDF
13
Black Diamond Financial
Maryland
$12.6M +$1.02M +16,685 +9%
MTC
14
Matrix Trust Company
Colorado
$11.8M +$101K +1,656 +0.9%
SCM
15
Steele Capital Management
Iowa
$11.8M +$101K +1,656 +0.9%
UBS Group
16
UBS Group
Switzerland
$10.9M -$12.2K -200 -0.1%
Raymond James Financial
17
Raymond James Financial
Florida
$10.4M +$165K +2,693 +2%
Wells Fargo
18
Wells Fargo
California
$10.1M -$667K -10,913 -7%
Mariner
19
Mariner
Kansas
$8.69M -$490K -8,016 -6%
EWA
20
EP Wealth Advisors
California
$8.44M +$7.87M +128,722 New
IAG
21
Ipsen Advisor Group
Arkansas
$7.6M +$30.1K +493 +0.4%
NAMNJ
22
NorthStar Asset Management (New Jersey)
New Jersey
$7.34M +$467K +7,633 +7%
MAG
23
MRA Advisory Group
New Jersey
$7.26M +$65K +1,063 +1%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$7.04M +$120K +1,964 +2%
BWA
25
Beam Wealth Advisors
Louisiana
$6.63M -$190K -3,104 -3%