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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$127M +$1.93M +58,000 +2%
Bank of America
2
Bank of America
North Carolina
$33.6M -$928K -27,950 -3%
Morgan Stanley
3
Morgan Stanley
New York
$26.9M -$276K -8,310 -1%
Wells Fargo
4
Wells Fargo
California
$17.5M -$507K -15,280 -3%
CA
5
Clearstead Advisors
Ohio
$15.5M +$2.8M +84,225 +22%
GG
6
GenWealth Group
New Jersey
$14.7M +$413K +12,440 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.2M +$43.3K +1,305 +0.4%
UBS Group
8
UBS Group
Switzerland
$11.7M -$718K -21,635 -6%
LPL Financial
9
LPL Financial
California
$10.7M -$1.05M -31,675 -9%
JP Morgan Chase
10
JP Morgan Chase
New York
$9.8M -$40.8K -1,230 -0.4%
MML Investors Services
11
MML Investors Services
Massachusetts
$9.67M +$993K +29,890 +11%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.04M +$8.14M +245,280 New
KJWM
13
Kiley Juergens Wealth Management
Washington
$7.98M -$262K -7,885 -3%
Goldman Sachs
14
Goldman Sachs
New York
$7.79M +$7.9M +237,785 New
Ameriprise
15
Ameriprise
Minnesota
$5.44M -$521K -15,695 -9%
Jane Street
16
Jane Street
New York
$4.78M +$1.66M +49,870 +52%
Citigroup
17
Citigroup
New York
$4.36M +$159K +4,775 +4%
LFAS
18
Level Four Advisory Services
Texas
$4.27M -$51.5K -1,550 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.17M +$1.68M +50,715 +66%
Citadel Advisors
20
Citadel Advisors
Florida
$3.81M +$3.86M +116,130 New
JIC
21
Johnson Investment Counsel
Ohio
$3.17M -$289K -8,690 -8%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$3.16M -$32K -965 -1%
AG
23
Advisor Group
Arizona
$3.14M -$1.8M -54,180 -36%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$2.88M +$742K +22,360 +34%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.6M -$39K -1,175 -1%