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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$216M -$18.9K -299 -0%
Morgan Stanley
2
Morgan Stanley
New York
$188M +$90.6M +1,432,188 +106%
LPL Financial
3
LPL Financial
California
$71.7M -$5.14M -81,245 -7%
Wells Fargo
4
Wells Fargo
California
$49.7M -$1.07M -16,904 -2%
FWP
5
FAS Wealth Partners
Kansas
$43.4M -$4.31M -68,155 -10%
Bank of America
6
Bank of America
North Carolina
$40.4M -$620K -9,802 -2%
CT
7
Clearstead Trust
Maine
$34.5M -$6.62M -104,754 -17%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$29.5M +$3.61M +57,134 +15%
Ameriprise
9
Ameriprise
Minnesota
$26.6M +$1.32M +20,818 +6%
AAS
10
Avantax Advisory Services
Texas
$25.4M +$1.03M +16,350 +5%
UBS Group
11
UBS Group
Switzerland
$23.7M +$191K +3,016 +0.9%
JP Morgan Chase
12
JP Morgan Chase
New York
$18.2M +$4.21M +66,595 +33%
MML Investors Services
13
MML Investors Services
Massachusetts
$15.4M +$1.48M +23,335 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$14.9M -$3.97M -62,787 -22%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$11.1M -$152K -2,406 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.8M +$4.63M +73,286 +86%
KJWM
17
Kiley Juergens Wealth Management
Washington
$10.6M -$48.1K -761 -0.5%
SFG
18
Sunburst Financial Group
Alabama
$9.16M -$347K -5,488 -4%
SWM
19
Sanctuary Wealth Management
Idaho
$8.46M +$7.88M +124,672 +733,365%
Corient Private Wealth
20
Corient Private Wealth
Florida
$8.13M +$603K +9,531 +9%
CWM
21
Cornerstone Wealth Management
Missouri
$7.74M -$366K -5,795 -5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.61M -$4.6M -72,757 -39%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.49M -$3.6M -56,935 -34%
DWMG
24
DB Wealth Management Group
California
$6.92M +$1.22M +19,311 +23%
AWM
25
Aspire Wealth Management
Massachusetts
$6.8M +$3.67K +58 +0.1%