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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$105M +$3.72M +96,000 +4%
Bank of America
2
Bank of America
North Carolina
$52.3M +$4.73M +121,815 +10%
LPL Financial
3
LPL Financial
California
$37.9M +$4.44M +114,365 +13%
Morgan Stanley
4
Morgan Stanley
New York
$28M +$3.37M +86,815 +13%
Wells Fargo
5
Wells Fargo
California
$26.7M +$429K +11,050 +2%
CA
6
Clearstead Advisors
Ohio
$22.6M +$2.24M +57,790 +11%
UBS Group
7
UBS Group
Switzerland
$20.2M +$2.69M +69,415 +15%
GG
8
GenWealth Group
New Jersey
$17.7M -$263K -6,775 -1%
MML Investors Services
9
MML Investors Services
Massachusetts
$15.7M -$1.8M -46,405 -10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$14.1M +$322K +8,290 +2%
AG
11
Advisor Group
Arizona
$13.6M +$9.41M +242,545 +216%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.6M -$2.54M -65,400 -19%
Ameriprise
13
Ameriprise
Minnesota
$9.95M +$1.14M +29,345 +13%
KJWM
14
Kiley Juergens Wealth Management
Washington
$9.6M +$30.3K +780 +0.3%
JP Morgan Chase
15
JP Morgan Chase
New York
$9.53M -$1.13M -29,255 -11%
AAS
16
Avantax Advisory Services
Texas
$6M +$793K +20,440 +15%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.93M +$929K +23,950 +18%
Goldman Sachs
18
Goldman Sachs
New York
$5.55M
Citigroup
19
Citigroup
New York
$5.16M -$79.9K -2,060 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.96M +$28.3K +730 +0.6%
SPC
21
Sigma Planning Corp
Michigan
$4.29M +$4.06M +104,655 +1,410%
CF
22
Centaurus Financial
California
$3.6M +$95.6K +2,465 +3%
LFAS
23
Level Four Advisory Services
Texas
$3.12M +$39.6K +1,020 +1%
MWM
24
Marietta Wealth Management
Georgia
$2.99M +$128K +3,310 +4%
JIC
25
Johnson Investment Counsel
Ohio
$2.95M -$360K -9,275 -11%