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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$250M -$6.18M -76,265 -2%
Morgan Stanley
2
Morgan Stanley
New York
$121M +$214K +2,641 +0.2%
LPL Financial
3
LPL Financial
California
$106M -$8.55M -105,433 -8%
Wells Fargo
4
Wells Fargo
California
$64.8M -$1.13M -13,945 -2%
FWP
5
FAS Wealth Partners
Kansas
$54.3M -$1.1M -13,545 -2%
Bank of America
6
Bank of America
North Carolina
$51.8M -$5.49M -67,757 -10%
CT
7
Clearstead Trust
Maine
$40.6M -$279K -3,438 -0.7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$38.7M -$949K -11,707 -2%
AAS
9
Avantax Advisory Services
Texas
$31.7M +$155K +1,915 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$28.7M -$1.68M -20,696 -6%
UBS Group
11
UBS Group
Switzerland
$26.7M -$32.6K -402 -0.1%
JP Morgan Chase
12
JP Morgan Chase
New York
$25.4M +$1.26M +15,527 +5%
MML Investors Services
13
MML Investors Services
Massachusetts
$22.7M +$1.36M +16,837 +7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$20M -$4.68M -57,762 -20%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$13M -$39.8K -491 -0.3%
KJWM
16
Kiley Juergens Wealth Management
Washington
$12.5M -$224K -2,766 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.6M -$4.16M -51,298 -27%
LWM
18
LongView Wealth Management
Georgia
$11.5M +$1.11M +13,663 +11%
CWM
19
Cornerstone Wealth Management
Missouri
$10.1M +$383K +4,725 +4%
Corient Private Wealth
20
Corient Private Wealth
Florida
$8.63M -$1.27M -15,667 -13%
PCIA
21
Prime Capital Investment Advisors
Kansas
$8.39M +$504K +6,223 +7%
AWM
22
Aspire Wealth Management
Massachusetts
$8.3M +$10.8K +133 +0.1%
RJA
23
Raymond James & Associates
Florida
$8.27M -$121K -1,496 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$7.96M +$288K +3,552 +4%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$7.62M -$46.4K -572 -0.6%