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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.7M +$2.56M +62,243 +18%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$15.5M +$133K +3,244 +0.8%
GFA
3
Gallagher Fiduciary Advisors
Illinois
$12.1M -$1.08M -26,274 -8%
AAS
4
Avantax Advisory Services
Texas
$11.8M +$658K +16,003 +6%
Bank of America
5
Bank of America
North Carolina
$9.97M -$316K -7,693 -3%
LPL Financial
6
LPL Financial
California
$8.11M +$471K +11,448 +6%
Wells Fargo
7
Wells Fargo
California
$7.2M -$1.45M -35,182 -16%
MTC
8
Matrix Trust Company
Colorado
$5.79M +$180K +4,365 +3%
Ameriprise
9
Ameriprise
Minnesota
$5.52M -$262K -6,364 -4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$5.38M -$272K -6,614 -5%
OWM
11
Opes Wealth Management
California
$4.13M +$174K +4,226 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.83M +$1.09M +26,549 +37%
CFD
13
Creative Financial Designs
Indiana
$3.24M +$344K +8,361 +11%
BDF
14
Black Diamond Financial
Maryland
$3.2M +$119K +2,899 +4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.07M -$241K -5,854 -7%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.01M +$355K +8,627 +13%
CAC
17
Certified Advisory Corp
Florida
$2.88M +$99.9K +2,429 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.75M +$57.2K +1,391 +2%
UBS Group
19
UBS Group
Switzerland
$2.63M +$131K +3,192 +5%
AWS
20
Atria Wealth Solutions
New York
$2.45M +$94.5K +2,297 +4%
SWM
21
Shelton Wealth Management
Texas
$1.96M +$740 +18 +0%
MHS
22
M Holdings Securities
Oregon
$1.94M +$366K +8,900 +22%
LFAS
23
Level Four Advisory Services
Texas
$1.84M -$380K -9,240 -16%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.7M +$549K +13,334 +44%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.58M +$2.71K +66 +0.2%