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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$86.1M -$24M -573,590 -20%
Bank of America
2
Bank of America
North Carolina
$50.8M +$8.64M +206,555 +18%
Wells Fargo
3
Wells Fargo
California
$46.3M +$22.8M +544,090 +78%
LPL Financial
4
LPL Financial
California
$40.7M +$6.51M +155,580 +17%
Morgan Stanley
5
Morgan Stanley
New York
$36.1M +$16.8M +402,280 +71%
FWP
6
FAS Wealth Partners
Kansas
$27.4M +$30.8M +737,435 New
CA
7
Clearstead Advisors
Ohio
$22.4M +$378K +9,040 +2%
UBS Group
8
UBS Group
Switzerland
$16.5M +$854K +20,420 +5%
MML Investors Services
9
MML Investors Services
Massachusetts
$15.8M -$71.9K -1,720 -0.4%
AI
10
AdvisorShares Investments
Maryland
$13.1M +$14.7M +351,460 New
Ameriprise
11
Ameriprise
Minnesota
$12.7M +$2.01M +48,095 +16%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.1M +$13.6M +325,600 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.3M +$848K +20,285 +8%
IAN
14
Integrated Advisors Network
Texas
$9.83M +$11.1M +264,535 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.28M -$5.41M -129,480 -34%
KJWM
16
Kiley Juergens Wealth Management
Washington
$8.81M -$524K -12,530 -5%
JP Morgan Chase
17
JP Morgan Chase
New York
$8.6M -$818K -19,570 -8%
AAS
18
Avantax Advisory Services
Texas
$7.23M +$1.11M +26,555 +16%
Citadel Advisors
19
Citadel Advisors
Florida
$5.92M +$1.36M +32,545 +26%
PAG
20
Private Advisor Group
New Jersey
$5.53M +$5.76M +137,765 +1,238%
AWA
21
Arkadios Wealth Advisors
Georgia
$5.31M +$896K +21,415 +18%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.31M -$1.81M -43,400 -23%
Citigroup
23
Citigroup
New York
$5.22M -$117K -2,795 -2%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$5.16M +$289K +6,920 +5%
EF
25
Empowered Funds
Pennsylvania
$4.9M