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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$231M -$8.36M -123,842 -3%
LPL Financial
2
LPL Financial
California
$78.4M +$5.65M +83,732 +8%
Bank of America
3
Bank of America
North Carolina
$76.3M +$106K +1,574 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$74M +$1.49M +22,102 +2%
FWP
5
FAS Wealth Partners
Kansas
$59.3M +$1.72M +25,427 +3%
CA
6
Clearstead Advisors
Ohio
$55.8M +$945K +14,001 +2%
Wells Fargo
7
Wells Fargo
California
$50.7M -$5.86M -86,798 -10%
Ameriprise
8
Ameriprise
Minnesota
$34M +$3.08M +45,559 +10%
Osaic Holdings
9
Osaic Holdings
Arizona
$32M +$263K +3,902 +0.8%
UBS Group
10
UBS Group
Switzerland
$26M -$568K -8,409 -2%
AAS
11
Avantax Advisory Services
Texas
$19.4M +$447K +6,614 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$19.4M +$5.46M +80,896 +38%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$18.5M -$136K -2,012 -0.7%
JP Morgan Chase
14
JP Morgan Chase
New York
$17.9M -$84.7K -1,255 -0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$17.3M +$566K +8,385 +3%
GM
16
GeoWealth Management
Illinois
$15.9M +$16.4M +242,413 New
MML Investors Services
17
MML Investors Services
Massachusetts
$15.8M +$399K +5,909 +3%
KJWM
18
Kiley Juergens Wealth Management
Washington
$12.8M -$11.7K -173 -0.1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$10.6M +$23.8K +353 +0.2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$9.63M +$1.53M +22,599 +18%
AWM
21
AE Wealth Management
Kansas
$8.32M -$305K -4,520 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.73M -$120K -1,772 -1%
AWA
23
Arkadios Wealth Advisors
Georgia
$6.51M +$281K +4,157 +4%
GWM
24
Geneos Wealth Management
Colorado
$6.32M -$88.6K -1,312 -1%
Bank of Nova Scotia
25
Bank of Nova Scotia
Ontario, Canada
$5.76M -$2.17M -32,110 -27%