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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
$52.4M -$1.04M -18,121 -2%
JP Morgan Chase
2
JP Morgan Chase
New York
$44.9M -$188K -3,261 -0.4%
LPL Financial
3
LPL Financial
California
$34.7M -$2.51M -43,613 -6%
Osaic Holdings
4
Osaic Holdings
Arizona
$31.1M -$2.88M -50,023 -8%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$29.7M +$1.25M +21,783 +4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$22.6M +$496K +8,629 +2%
GFA
7
Gallagher Fiduciary Advisors
Illinois
$17.8M +$1.06M +18,434 +6%
AI
8
Atria Investments
North Carolina
$17.8M +$1.09M +18,953 +6%
Bank of America
9
Bank of America
North Carolina
$14.8M +$642K +11,159 +4%
SL
10
Systelligence LLC
Minnesota
$14.3M +$15M +260,499 New
Morgan Stanley
11
Morgan Stanley
New York
$14.3M +$2.52M +43,886 +20%
FIA
12
Foundations Investment Advisors
Arizona
$14.2M +$14.9M +259,715 New
Ameriprise
13
Ameriprise
Minnesota
$13.8M +$5.97M +103,698 +70%
MTC
14
Matrix Trust Company
Colorado
$9.78M +$16.7K +290 +0.2%
SCM
15
Steele Capital Management
Iowa
$9.78M +$16.7K +290 +0.2%
BDF
16
Black Diamond Financial
Maryland
$9.65M -$1.94M -33,722 -16%
UBS Group
17
UBS Group
Switzerland
$9.14M -$96K -1,669 -1%
Wells Fargo
18
Wells Fargo
California
$9.06M +$291K +5,063 +3%
Raymond James Financial
19
Raymond James Financial
Florida
$8.54M -$649K -11,274 -7%
Mariner
20
Mariner
Kansas
$7.7M +$811K +14,096 +11%
OWM
21
Opes Wealth Management
California
$7.05M +$22.8K +396 +0.3%
IAG
22
Ipsen Advisor Group
Arkansas
$6.33M +$108K +1,874 +2%
MAG
23
MRA Advisory Group
New Jersey
$6.01M +$6.31M +109,752 New
MCWS
24
McKinley Carter Wealth Services
West Virginia
$5.78M -$66.6K -1,158 -1%
NAMNJ
25
NorthStar Asset Management (New Jersey)
New Jersey
$5.72M +$251K +4,360 +4%