We are live on ! Find out more
ILCG icon

iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$166M +$9.79M +176,695 +6%
LPL Financial
2
LPL Financial
California
$62.6M +$2.16M +38,904 +3%
Morgan Stanley
3
Morgan Stanley
New York
$59.3M -$1.93M -34,736 -3%
Bank of America
4
Bank of America
North Carolina
$43.1M -$6.06M -109,362 -11%
CA
5
Clearstead Advisors
Ohio
$43M -$480K -8,666 -1%
FWP
6
FAS Wealth Partners
Kansas
$41.6M +$503K +9,069 +1%
Wells Fargo
7
Wells Fargo
California
$38M -$217K -3,910 -0.5%
W
8
Wealthquest
Ohio
$35.6M +$39.3M +709,769 New
Osaic Holdings
9
Osaic Holdings
Arizona
$24M -$2.86M -51,555 -10%
UBS Group
10
UBS Group
Switzerland
$17.7M -$2.67M -48,227 -12%
Ameriprise
11
Ameriprise
Minnesota
$16.7M -$12.5M -226,367 -40%
AAS
12
Avantax Advisory Services
Texas
$15.1M -$598K -10,794 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$13M +$224K +4,039 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$11.7M -$259K -4,680 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
$10.4M -$3.5M -63,102 -23%
KJWM
16
Kiley Juergens Wealth Management
Washington
$8.86M +$784K +14,145 +9%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$8.53M -$12.6K -228 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.17M -$1.18M -21,260 -13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.93M -$8.54K -154 -0.1%
CWM
20
Cornerstone Wealth Management
Missouri
$5.71M +$1.13M +20,442 +22%
AWA
21
Arkadios Wealth Advisors
Georgia
$5.51M -$869K -15,673 -12%
AWM
22
Aspire Wealth Management
Massachusetts
$5.29M +$30.7K +554 +0.5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.67M -$11.1M -200,495 -68%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.67M -$5.91M -106,570 -53%
CAN
25
Cetera Advisor Networks
California
$4.55M +$1.92M +34,640 +62%