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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$204M -$3.42M -53,600 -2%
Morgan Stanley
2
Morgan Stanley
New York
$79.2M +$8.1M +126,877 +12%
LPL Financial
3
LPL Financial
California
$78.6M -$818K -12,825 -1%
Bank of America
4
Bank of America
North Carolina
$63.1M -$12M -188,540 -16%
CA
5
Clearstead Advisors
Ohio
$56.4M +$789K +12,360 +1%
FWP
6
FAS Wealth Partners
Kansas
$53.4M +$2.32M +36,326 +5%
Wells Fargo
7
Wells Fargo
California
$49.5M +$492K +7,708 +1%
Ameriprise
8
Ameriprise
Minnesota
$36.3M -$3.35M -52,553 -9%
Osaic Holdings
9
Osaic Holdings
Arizona
$33.9M -$1.26M -19,785 -4%
UBS Group
10
UBS Group
Switzerland
$26.2M +$541K +8,478 +2%
AAS
11
Avantax Advisory Services
Texas
$20.3M +$512K +8,017 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.1M +$522K +8,187 +3%
MML Investors Services
13
MML Investors Services
Massachusetts
$17.6M -$229K -3,587 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.6M -$518K -8,123 -3%
JP Morgan Chase
15
JP Morgan Chase
New York
$15.5M -$780K -12,220 -5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$13M +$997K +15,628 +8%
GM
17
GeoWealth Management
Illinois
$11.7M +$4.21M +65,961 +58%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$11.1M +$277K +4,347 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10.7M -$7.8M -122,241 -43%
KJWM
20
Kiley Juergens Wealth Management
Washington
$10.6M -$2.07M -32,452 -17%
AWA
21
Arkadios Wealth Advisors
Georgia
$8.17M +$1.52M +23,817 +23%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.71M -$94K -1,473 -1%
AWM
23
AE Wealth Management
Kansas
$7.17M +$6.82M +106,882 +3,180%
AWM
24
Aspire Wealth Management
Massachusetts
$6.83M +$211K +3,301 +3%
CWM
25
Cornerstone Wealth Management
Missouri
$6.08M +$414K +6,483 +7%