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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$108M -$831K -19,125 -0.8%
Bank of America
2
Bank of America
North Carolina
$75.6M +$10.7M +245,685 +18%
LPL Financial
3
LPL Financial
California
$66.9M +$14.4M +331,600 +30%
Morgan Stanley
4
Morgan Stanley
New York
$65.4M +$18.4M +423,045 +44%
Wells Fargo
5
Wells Fargo
California
$61.4M +$2.78M +63,915 +5%
DWA
6
Dorsey Wright & Associates
California
$36.6M +$33.4M +768,700 New
AI
7
AdvisorShares Investments
Maryland
$36M +$18.1M +417,240 +119%
FWP
8
FAS Wealth Partners
Kansas
$35M +$413K +9,500 +1%
Ameriprise
9
Ameriprise
Minnesota
$32M +$16.3M +375,175 +110%
CA
10
Clearstead Advisors
Ohio
$31.1M +$2.58M +59,365 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$25.1M +$23.2M +534,530 New
AWM
12
AE Wealth Management
Kansas
$23.6M +$21.6M +497,525 +8,285%
SS
13
Simplicity Solutions
Minnesota
$23M +$21.3M +491,200 New
UBS Group
14
UBS Group
Switzerland
$19.8M -$925K -21,280 -5%
MML Investors Services
15
MML Investors Services
Massachusetts
$18.1M -$1.77M -40,820 -10%
Osaic Holdings
16
Osaic Holdings
Arizona
$15.6M +$305K +7,020 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$12.3M +$520K +11,955 +5%
KJWM
18
Kiley Juergens Wealth Management
Washington
$11M -$88K -2,025 -0.9%
JP Morgan Chase
19
JP Morgan Chase
New York
$11M +$108K +2,490 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10.3M -$2.5M -57,510 -21%
RJA
21
Raymond James & Associates
Florida
$10.1M +$4.83M +111,045 +107%
AAS
22
Avantax Advisory Services
Texas
$9.35M +$215K +4,940 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.37M +$1.55M +35,680 +25%
FIG
24
FundX Investment Group
California
$7.99M +$7.41M +170,410 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$7.89M +$1.27M +29,210 +21%