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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$229M -$23.8M -338,750 -10%
LPL Financial
2
LPL Financial
California
$87.8M +$1.89M +26,928 +2%
Bank of America
3
Bank of America
North Carolina
$83.3M -$316K -4,499 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$78.4M -$2.63M -37,382 -3%
CA
5
Clearstead Advisors
Ohio
$61.4M +$255K +3,628 +0.4%
FWP
6
FAS Wealth Partners
Kansas
$56.4M -$8.3M -118,057 -13%
Wells Fargo
7
Wells Fargo
California
$54.1M -$1.42M -20,161 -3%
Ameriprise
8
Ameriprise
Minnesota
$43.8M +$6.62M +94,211 +18%
Osaic Holdings
9
Osaic Holdings
Arizona
$39.5M +$4.34M +61,679 +13%
UBS Group
10
UBS Group
Switzerland
$28.3M -$181K -2,573 -0.6%
AAS
11
Avantax Advisory Services
Texas
$21.8M +$541K +7,691 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.6M -$603K -8,572 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$20.5M +$259K +3,687 +1%
MML Investors Services
14
MML Investors Services
Massachusetts
$19.7M +$2.34M +33,253 +14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$19M +$37.6K +534 +0.2%
JP Morgan Chase
16
JP Morgan Chase
New York
$18M -$1.6M -22,769 -8%
KJWM
17
Kiley Juergens Wealth Management
Washington
$14M -$21K -298 -0.2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$13.2M +$2.62M +37,252 +25%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$11.9M +$323K +4,588 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$8.62M +$148K +2,099 +2%
GM
21
GeoWealth Management
Illinois
$8.19M -$9.03M -128,445 -53%
AWA
22
Arkadios Wealth Advisors
Georgia
$7.32M +$181K +2,581 +3%
AWM
23
Aspire Wealth Management
Massachusetts
$7.31M +$7.16M +101,841 New
D
24
Dentgroup
Louisiana
$6.38M +$6.24M +88,781 New
CWM
25
Cornerstone Wealth Management
Missouri
$6.26M -$16.5K -234 -0.3%