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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Exchange Traded Concepts
Oklahoma
$66.3M +$9.15M +91,188 +17%
Ameriprise
2
Ameriprise
Minnesota
$52.4M -$141K -1,407 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$50.8M -$61K -608 -0.1%
LPL Financial
4
LPL Financial
California
$26.3M +$437K +4,355 +2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$22M -$628K -6,260 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$17.8M -$108K -1,074 -0.6%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$17.2M -$434K -4,324 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$16.4M +$678K +6,759 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$12M -$458K -4,564 -4%
Bank of America
10
Bank of America
North Carolina
$11.7M -$169K -1,683 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.6M -$1.52M -15,168 -13%
WFL
12
Wealth Forward LLC
North Dakota
$10.4M +$94.9K +946 +0.9%
UBS Group
13
UBS Group
Switzerland
$10.1M -$26.4K -263 -0.3%
Corient Private Wealth
14
Corient Private Wealth
Florida
$9.97M +$29.2K +291 +0.3%
CFWMA
15
Center for Wealth Management Advisory
Ohio
$9.72M +$35.2K +351 +0.4%
GIA
16
Gladstone Institutional Advisory
Florida
$8.2M -$415K -4,130 -5%
MFG
17
Merit Financial Group
Georgia
$8.04M +$444K +4,424 +6%
Wells Fargo
18
Wells Fargo
California
$7.82M -$758K -7,552 -9%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$6.53M -$29K -289 -0.5%
CFS
20
Commonwealth Financial Services
West Virginia
$4.8M +$205K +2,042 +5%
CAG
21
Crestwood Advisors Group
Massachusetts
$4.35M -$29.9K -298 -0.7%
Raymond James Financial
22
Raymond James Financial
Florida
$4.28M +$268K +2,670 +7%
BAMG
23
Brand Asset Management Group
Missouri
$4.05M -$13.3K -133 -0.3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.02M -$32.7K -326 -0.8%
WA
25
Win Advisors
Florida
$3.99M -$12.7M -126,919 -77%