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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$166M +$6.93M +128,300 +4%
LPL Financial
2
LPL Financial
California
$58.8M -$1.67M -30,814 -2%
Morgan Stanley
3
Morgan Stanley
New York
$58.3M +$1.34M +24,825 +2%
CT
4
Clearstead Trust
Maine
$41.4M +$46.4M +857,979 New
FWP
5
FAS Wealth Partners
Kansas
$41.4M +$1.42M +26,350 +3%
Wells Fargo
6
Wells Fargo
California
$37.9M +$1.49M +27,546 +4%
Bank of America
7
Bank of America
North Carolina
$34.8M -$7.54M -139,569 -16%
Ameriprise
8
Ameriprise
Minnesota
$17.9M +$1.87M +34,660 +10%
UBS Group
9
UBS Group
Switzerland
$17.5M +$507K +9,374 +3%
AAS
10
Avantax Advisory Services
Texas
$14.8M +$289K +5,341 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$14M -$10.1M -187,539 -39%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.5M -$90.2K -1,669 -0.6%
JP Morgan Chase
13
JP Morgan Chase
New York
$11.4M +$137K +2,531 +1%
MML Investors Services
14
MML Investors Services
Massachusetts
$9M -$1.16M -21,495 -10%
KJWM
15
Kiley Juergens Wealth Management
Washington
$8.43M -$120K -2,219 -1%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$8.4M +$207K +3,832 +2%
Jane Street
17
Jane Street
New York
$7.83M +$7.75M +143,454 +766%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.96M +$53.6K +991 +0.7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.47M +$2.21M +40,807 +44%
CWM
20
Cornerstone Wealth Management
Missouri
$6.13M +$702K +12,988 +11%
S
21
Surevest
California
$5.1M +$1.28M +23,755 +29%
AWM
22
Aspire Wealth Management
Massachusetts
$5.09M -$13.8K -255 -0.2%
SFG
23
Sunburst Financial Group
Alabama
$4.68M +$1.86M +34,354 +55%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.42M -$90.8K -1,680 -2%
AWA
25
Arkadios Wealth Advisors
Georgia
$3.81M -$1.68M -31,089 -28%