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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$112M -$11.8M -201,375 -9%
Morgan Stanley
2
Morgan Stanley
New York
$66.6M -$11.9M -202,590 -15%
Bank of America
3
Bank of America
North Carolina
$66.4M -$9.04M -154,555 -12%
LPL Financial
4
LPL Financial
California
$64.2M -$8.15M -139,225 -11%
Wells Fargo
5
Wells Fargo
California
$50.5M -$5.59M -95,455 -10%
FWP
6
FAS Wealth Partners
Kansas
$48.2M +$2.89M +49,350 +6%
CA
7
Clearstead Advisors
Ohio
$46.9M +$1.45M +24,810 +3%
Ameriprise
8
Ameriprise
Minnesota
$34.5M -$5.67M -96,970 -14%
Osaic Holdings
9
Osaic Holdings
Arizona
$27.1M -$3.26M -55,745 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.3M +$3.7M +63,285 +25%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$17.6M -$2.47M -42,185 -12%
JP Morgan Chase
12
JP Morgan Chase
New York
$15.8M -$1.13M -19,225 -7%
AAS
13
Avantax Advisory Services
Texas
$15.7M +$2.92M +49,905 +22%
MML Investors Services
14
MML Investors Services
Massachusetts
$15M -$727K -12,425 -5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$13.4M -$13.3M -226,860 -49%
KJWM
16
Kiley Juergens Wealth Management
Washington
$11.6M -$25.2K -430 -0.2%
FIG
17
FundX Investment Group
California
$9.42M -$251K -4,295 -3%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$8.91M -$1.97M -33,630 -18%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.24M -$940K -16,055 -11%
GWM
20
Geneos Wealth Management
Colorado
$6.81M +$25.7M +439,100 +395%
AWA
21
Arkadios Wealth Advisors
Georgia
$5.73M +$1.96M +33,560 +51%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.7M +$1.76M +30,100 +44%
CWM
23
Cornerstone Wealth Management
Missouri
$4.83M -$8.19K -140 -0.2%
LFAS
24
Level Four Advisory Services
Texas
$4.8M
SI
25
SimpliFi Inc
California
$4.48M -$62K -1,060 -1%