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iShares Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$242M -$960K -9,191 -0.4%
LPL Financial
2
LPL Financial
California
$144M +$9.05M +86,680 +7%
Morgan Stanley
3
Morgan Stanley
New York
$116M -$27.2M -260,657 -19%
Wells Fargo
4
Wells Fargo
California
$74.7M +$4.28M +41,028 +6%
FWP
5
FAS Wealth Partners
Kansas
$61M -$1.38M -13,191 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$55M +$3.55M +33,948 +7%
Bank of America
7
Bank of America
North Carolina
$52.2M -$1.29M -12,396 -2%
CT
8
Clearstead Trust
Maine
$51.6M +$905K +8,667 +2%
BDWCC
9
B&D White Capital Company
Texas
$50.1M -$493K -4,719 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$47.4M +$10.3M +98,621 +28%
JP Morgan Chase
11
JP Morgan Chase
New York
$41.6M +$2.39M +22,898 +6%
MCWS
12
McKinley Carter Wealth Services
West Virginia
$38.3M -$7.96M -76,196 -17%
UBS Group
13
UBS Group
Switzerland
$36.9M -$1.21M -11,560 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$36.4M -$1.35M -12,892 -4%
GAG
15
GM Advisory Group
New York
$34.7M +$4.93M +47,164 +16%
Ameriprise
16
Ameriprise
Minnesota
$34.4M -$197K -1,889 -0.6%
MML Investors Services
17
MML Investors Services
Massachusetts
$29.6M +$961K +9,198 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$26.3M -$3.07M -29,412 -10%
Raymond James Financial
19
Raymond James Financial
Florida
$23M -$5.73M -54,824 -20%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$17.6M +$1.8M +17,277 +11%
Corient Private Wealth
21
Corient Private Wealth
Florida
$16.4M +$13.4M +128,541 +105%
LWM
22
LongView Wealth Management
Georgia
$15.6M -$753K -7,207 -5%
KJWM
23
Kiley Juergens Wealth Management
Washington
$15M -$326K -3,124 -2%
Mariner
24
Mariner
Kansas
$14.4M +$1.39M +13,264 +11%
PCIA
25
Prime Capital Investment Advisors
Kansas
$12.2M +$53.5K +512 +0.4%