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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$124M -$749K -13,500 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$78.7M +$1.97M +35,550 +3%
Bank of America
3
Bank of America
North Carolina
$75.7M -$8.83M -159,065 -11%
LPL Financial
4
LPL Financial
California
$72.6M -$2.03M -36,640 -3%
Wells Fargo
5
Wells Fargo
California
$56.2M -$2.9M -52,300 -5%
CA
6
Clearstead Advisors
Ohio
$45.7M -$450K -8,105 -1%
FWP
7
FAS Wealth Partners
Kansas
$45.6M +$2.67M +48,130 +7%
Ameriprise
8
Ameriprise
Minnesota
$40.4M +$304K +5,480 +0.8%
Osaic Holdings
9
Osaic Holdings
Arizona
$30.5M +$13.2M +238,730 +83%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$26.6M +$1.71M +30,905 +7%
UBS Group
11
UBS Group
Switzerland
$23.7M +$306K +5,515 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$20.1M +$1.03M +18,545 +6%
JP Morgan Chase
13
JP Morgan Chase
New York
$17M +$3.22M +58,020 +25%
AWM
14
AE Wealth Management
Kansas
$16M +$14.6M +262,960 +2,072%
MML Investors Services
15
MML Investors Services
Massachusetts
$15.8M -$191K -3,450 -1%
SS
16
Simplicity Solutions
Minnesota
$15.7M +$14.6M +262,255 +2,895%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.7M -$5.6M -100,945 -28%
AAS
18
Avantax Advisory Services
Texas
$12.9M -$28.7M -517,875 -70%
KJWM
19
Kiley Juergens Wealth Management
Washington
$11.7M -$142K -2,565 -1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$10.9M +$459K +8,265 +5%
FIG
21
FundX Investment Group
California
$9.72M -$332K -5,990 -3%
Citadel Advisors
22
Citadel Advisors
Florida
$8.69M +$7.15M +128,820 +610%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.21M -$233K -4,200 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.87M -$4.57M -82,350 -45%
GWM
25
Geneos Wealth Management
Colorado
$5.69M -$2.99M -53,920 -33%