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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$121M +$115M +2,892,115 New
Bank of America
2
Bank of America
North Carolina
$48.7M -$8.18M -205,860 -15%
LPL Financial
3
LPL Financial
California
$39.5M -$1.96M -49,400 -5%
Wells Fargo
4
Wells Fargo
California
$29.5M +$151K +3,805 +0.5%
CA
5
Clearstead Advisors
Ohio
$25M +$186K +4,680 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$23.9M -$6.45M -162,220 -22%
GG
7
GenWealth Group
New Jersey
$19.3M -$172K -4,335 -0.9%
MML Investors Services
8
MML Investors Services
Massachusetts
$18M +$692K +17,410 +4%
UBS Group
9
UBS Group
Switzerland
$17.8M -$4.13M -103,975 -20%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$15.9M +$390K +9,820 +3%
Ameriprise
11
Ameriprise
Minnesota
$12.3M +$1.3M +32,715 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.8M -$779K -19,595 -7%
JP Morgan Chase
13
JP Morgan Chase
New York
$10.5M +$77.3K +1,945 +0.8%
KJWM
14
Kiley Juergens Wealth Management
Washington
$10.5M -$37K -930 -0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.82M +$2.25M +56,730 +44%
AAS
16
Avantax Advisory Services
Texas
$7.04M +$455K +11,440 +7%
AG
17
Advisor Group
Arizona
$6.11M -$8.32M -209,390 -59%
Goldman Sachs
18
Goldman Sachs
New York
$6.09M
Citigroup
19
Citigroup
New York
$6.02M +$343K +8,630 +6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.98M -$488K -12,280 -8%
AWA
21
Arkadios Wealth Advisors
Georgia
$5.62M +$4.83M +121,600 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$5.54M +$5.01M +125,995 +2,089%
Citadel Advisors
23
Citadel Advisors
Florida
$5.32M +$5.04M +126,705 New
EF
24
Empowered Funds
Pennsylvania
$4.9M +$4.64M +116,775 New
LFAS
25
Level Four Advisory Services
Texas
$3.6M +$163K +4,100 +5%