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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$167M +$5K +100 +0%
Morgan Stanley
2
Morgan Stanley
New York
$61.2M +$2.42M +48,301 +4%
LPL Financial
3
LPL Financial
California
$57.4M -$1.92M -38,404 -3%
Wells Fargo
4
Wells Fargo
California
$40.8M +$2.62M +52,315 +7%
CT
5
Clearstead Trust
Maine
$40.1M -$1.74M -34,784 -4%
Bank of America
6
Bank of America
North Carolina
$39.7M +$4.68M +93,570 +13%
FWP
7
FAS Wealth Partners
Kansas
$33.7M -$8.28M -165,576 -19%
Ameriprise
8
Ameriprise
Minnesota
$18.9M +$1.07M +21,402 +6%
UBS Group
9
UBS Group
Switzerland
$17.3M -$422K -8,438 -2%
AAS
10
Avantax Advisory Services
Texas
$16M +$1.12M +22,339 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.6M +$1.52M +30,345 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$15.2M +$2.65M +52,946 +20%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$14M +$7.7M +153,882 +115%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.4M +$4.46M +89,147 +62%
JP Morgan Chase
15
JP Morgan Chase
New York
$10.2M -$1.32M -26,494 -11%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.53M -$557K -11,146 -6%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$8.36M -$122K -2,443 -1%
KJWM
18
Kiley Juergens Wealth Management
Washington
$8.2M -$302K -6,046 -3%
SFG
19
Sunburst Financial Group
Alabama
$7.03M +$2.37M +47,321 +49%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$6.76M +$2.37M +47,384 +52%
AWM
21
Aspire Wealth Management
Massachusetts
$5.07M -$68.7K -1,373 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.18M +$367K +7,348 +9%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$3.72M -$97.3K -1,945 -2%
IWM
24
IHT Wealth Management
Illinois
$3.61M +$115K +2,309 +3%
MWM
25
Marietta Wealth Management
Georgia
$3.6M +$121K +2,421 +3%