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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$244M -$9.52M -94,799 -4%
Morgan Stanley
2
Morgan Stanley
New York
$143M -$7.87M -78,357 -5%
LPL Financial
3
LPL Financial
California
$135M -$5.02M -49,953 -4%
Wells Fargo
4
Wells Fargo
California
$70.6M +$3.45M +34,355 +5%
FWP
5
FAS Wealth Partners
Kansas
$62.6M +$127K +1,262 +0.2%
Bank of America
6
Bank of America
North Carolina
$53.6M +$4.15M +41,280 +9%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$51.6M +$38.5M +383,589 +346%
CT
8
Clearstead Trust
Maine
$50.8M -$645K -6,425 -1%
BDWCC
9
B&D White Capital Company
Texas
$50.7M +$13.8M +137,302 +39%
MCWS
10
McKinley Carter Wealth Services
West Virginia
$46.4M -$1.67M -16,628 -4%
AI
11
AdvisorShares Investments
Maryland
$41.9M +$40.4M +401,848 New
JP Morgan Chase
12
JP Morgan Chase
New York
$39.3M +$6.96M +69,279 +23%
UBS Group
13
UBS Group
Switzerland
$38.2M +$6.44M +64,105 +21%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$37.8M -$861K -8,577 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$37.2M +$5.29M +52,684 +17%
Ameriprise
16
Ameriprise
Minnesota
$34.7M -$1.49M -14,820 -4%
GAG
17
GM Advisory Group
New York
$29.8M +$3.97M +39,556 +16%
Osaic Holdings
18
Osaic Holdings
Arizona
$28.9M +$17.5M +174,515 +163%
Raymond James Financial
19
Raymond James Financial
Florida
$28.8M +$3.38M +33,679 +14%
MML Investors Services
20
MML Investors Services
Massachusetts
$28.8M -$295K -2,939 -1%
GAG
21
Goodman Advisory Group
Massachusetts
$19.3M +$42.2K +420 +0.2%
LWM
22
LongView Wealth Management
Georgia
$16.1M +$412K +4,098 +3%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$15.8M -$1.61M -16,056 -10%
KJWM
24
Kiley Juergens Wealth Management
Washington
$15.3M -$109K -1,084 -0.7%
Mariner
25
Mariner
Kansas
$13M +$2.46M +24,448 +24%