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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$249M +$17.7M +231,886 +8%
Morgan Stanley
2
Morgan Stanley
New York
$117M +$3.2M +41,850 +3%
LPL Financial
3
LPL Financial
California
$111M +$7.56M +98,743 +8%
Wells Fargo
4
Wells Fargo
California
$63.9M +$5.27M +68,809 +10%
Bank of America
5
Bank of America
North Carolina
$55.7M +$8.48M +110,748 +19%
FWP
6
FAS Wealth Partners
Kansas
$53.7M +$42K +549 +0.1%
AI
7
AdvisorShares Investments
Maryland
$40.6M +$37.9M +495,156 New
CT
8
Clearstead Trust
Maine
$39.6M -$1.5M -19,572 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$38.5M +$2.34M +30,539 +7%
AAS
10
Avantax Advisory Services
Texas
$30.6M +$1.05M +13,669 +4%
Ameriprise
11
Ameriprise
Minnesota
$29.5M -$2.29M -29,857 -8%
UBS Group
12
UBS Group
Switzerland
$25.9M +$38.8K +507 +0.2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$24M +$8.12M +106,146 +56%
JP Morgan Chase
14
JP Morgan Chase
New York
$23.3M +$1.36M +17,732 +7%
MML Investors Services
15
MML Investors Services
Massachusetts
$20.6M +$1.21M +15,847 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$15.4M -$1.94M -25,329 -12%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$12.6M -$152K -1,987 -1%
KJWM
18
Kiley Juergens Wealth Management
Washington
$12.4M -$244K -3,192 -2%
PAG
19
Private Advisor Group
New Jersey
$11.1M +$8.36M +109,161 +395%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10.3M +$591K +7,716 +7%
LWM
21
LongView Wealth Management
Georgia
$10.1M +$885K +11,560 +10%
Corient Private Wealth
22
Corient Private Wealth
Florida
$9.67M -$97.8K -1,278 -1%
CWM
23
Cornerstone Wealth Management
Missouri
$9.39M -$116K -1,522 -1%
WIA
24
World Investment Advisors
California
$8.91M +$269K +3,516 +3%
RJA
25
Raymond James & Associates
Florida
$8.14M +$845K +11,036 +12%