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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$247M -$20M -226,203 -8%
Morgan Stanley
2
Morgan Stanley
New York
$129M +$129K +1,457 +0.1%
LPL Financial
3
LPL Financial
California
$127M +$14.4M +162,468 +13%
Wells Fargo
4
Wells Fargo
California
$60.7M -$8.29M -93,722 -12%
FWP
5
FAS Wealth Partners
Kansas
$53.1M -$4.74M -53,586 -8%
Bank of America
6
Bank of America
North Carolina
$50M -$5.18M -58,569 -9%
CT
7
Clearstead Trust
Maine
$43.3M -$12.3K -139 -0%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$37.6M -$3.63M -41,027 -9%
AAS
9
Avantax Advisory Services
Texas
$33.8M -$10.5K -119 -0%
Ameriprise
10
Ameriprise
Minnesota
$32M +$1.43M +16,226 +5%
UBS Group
11
UBS Group
Switzerland
$28.1M -$341K -3,852 -1%
JP Morgan Chase
12
JP Morgan Chase
New York
$27.9M +$878K +9,932 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$27.4M +$27M +305,784 New
MML Investors Services
14
MML Investors Services
Massachusetts
$24.8M +$604K +6,835 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$21.4M +$12.7M +143,847 +152%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$14.7M +$7.84M +88,641 +117%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$13.6M -$251K -2,839 -2%
KJWM
18
Kiley Juergens Wealth Management
Washington
$13.3M -$61.7K -698 -0.5%
LWM
19
LongView Wealth Management
Georgia
$12.8M +$466K +5,266 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.6M +$221K +2,501 +2%
CWM
21
Cornerstone Wealth Management
Missouri
$10.8M +$44.4K +502 +0.4%
Corient Private Wealth
22
Corient Private Wealth
Florida
$10.7M +$1.5M +16,954 +17%
PCIA
23
Prime Capital Investment Advisors
Kansas
$9.62M +$665K +7,521 +8%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$8.69M +$556K +6,288 +7%
Mariner
25
Mariner
Kansas
$8.55M +$662K +7,489 +9%