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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$204M -$8.46M -147,200 -4%
Morgan Stanley
2
Morgan Stanley
New York
$74.4M -$2.36M -41,085 -3%
LPL Financial
3
LPL Financial
California
$70.6M +$2.22M +38,706 +4%
CT
4
Clearstead Trust
Maine
$48.3M -$2.69M -46,717 -6%
Wells Fargo
5
Wells Fargo
California
$48.1M -$1.05M -18,352 -2%
FWP
6
FAS Wealth Partners
Kansas
$44.2M +$812K +14,118 +2%
Bank of America
7
Bank of America
North Carolina
$40M -$7.21M -125,459 -16%
Ameriprise
8
Ameriprise
Minnesota
$28.8M +$7.11M +123,711 +36%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$22.1M +$984K +17,125 +5%
AAS
10
Avantax Advisory Services
Texas
$22.1M -$128K -2,224 -0.6%
UBS Group
11
UBS Group
Switzerland
$21.9M -$209K -3,642 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$16.8M -$1.73M -30,152 -10%
JP Morgan Chase
13
JP Morgan Chase
New York
$12.7M +$468K +8,137 +4%
MML Investors Services
14
MML Investors Services
Massachusetts
$12.3M +$466K +8,105 +4%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$12M +$1.1M +19,176 +11%
KJWM
16
Kiley Juergens Wealth Management
Washington
$9.85M -$145K -2,529 -2%
AWM
17
AE Wealth Management
Kansas
$9.24M +$4.11M +71,485 +93%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.1M +$205K +3,560 +3%
SFG
19
Sunburst Financial Group
Alabama
$9.05M -$82.7K -1,438 -1%
CWM
20
Cornerstone Wealth Management
Missouri
$7.45M +$120K +2,083 +2%
Corient Private Wealth
21
Corient Private Wealth
Florida
$7M -$284K -4,948 -4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$6.8M -$308K -5,355 -5%
AWM
23
Aspire Wealth Management
Massachusetts
$6.27M -$3.51K -61 -0.1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.05M -$9.23M -160,594 -62%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.64M -$143K -2,482 -3%