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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$5.97M +$422K +13,758 +8%
Morgan Stanley
2
Morgan Stanley
New York
$4.49M -$51K -1,662 -1%
Bank of America
3
Bank of America
North Carolina
$4.3M +$236K +7,704 +6%
Ameriprise
4
Ameriprise
Minnesota
$3.67M +$5.89K +192 +0.2%
LPL Financial
5
LPL Financial
California
$3.43M +$143K +4,674 +4%
Wells Fargo
6
Wells Fargo
California
$3.23M +$166K +5,412 +5%
LFAS
7
Level Four Advisory Services
Texas
$2.04M +$18.4K +600 +0.9%
MHS
8
M Holdings Securities
Oregon
$1.41M
CMP
9
Courage Miller Partners
Virginia
$1.18M -$46.2K -1,506 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$863K -$345K -11,232 -29%
MAS
11
Madden Advisory Services
Florida
$833K
CPSAC
12
Chas P. Smith & Associates (CPS)
Florida
$756K -$31.3K -1,020 -4%
F
13
F3Logic
Minnesota
$641K +$637K +20,772 New
UBS Group
14
UBS Group
Switzerland
$602K +$46.9K +1,530 +9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$572K +$567K +18,486 New
AG
16
Advisor Group
Arizona
$476K +$153K +4,992 +48%
AFP
17
Ausdal Financial Partners
Iowa
$441K -$32K -1,044 -7%
BO
18
BRR OpCo
Ohio
$394K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$377K +$374K +12,204 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$355K +$69.2K +2,256 +25%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$340K +$72.7K +2,370 +27%
AHC
22
Adell Harriman & Carpenter
Texas
$322K -$3.13K -102 -1%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$260K -$1.47K -48 -0.6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$252K -$11K -360 -4%
PAG
25
Private Advisor Group
New Jersey
$235K +$233K +7,590 New