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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.91M +$839K +8,363 +28%
IFG
27
Independent Financial Group
California
$3.62M -$33.4K -333 -0.9%
GRP
28
Global Retirement Partners
California
$3.51M +$3.4M +33,892 New
Creative Planning
29
Creative Planning
Kansas
$3.37M +$2.46M +24,470 +303%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$3.17M +$158K +1,575 +5%
Financial Engines Advisors
31
Financial Engines Advisors
California
$3.09M +$171K +1,700 +6%
MWM
32
Modern Wealth Management
Kansas
$3.06M +$87.7K +874 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.98M -$2.16M -21,568 -43%
JWCA
34
J.W. Cole Advisors
Florida
$2.91M +$2.82M +28,072 New
BlackRock
35
BlackRock
New York
$2.7M +$2.62M +26,085 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2.66M +$92.8K +925 +4%
Cerity Partners
37
Cerity Partners
New York
$2.62M +$176K +1,750 +7%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.4M +$133K +1,326 +6%
AT
39
American Trust
Kentucky
$1.98M +$127K +1,264 +7%
AWA
40
Arkadios Wealth Advisors
Georgia
$1.73M -$17.2K -171 -1%
JSA
41
Jim Saulnier & Associates
Colorado
$1.68M -$1.89M -18,798 -54%
SMWM
42
Silvia McColl Wealth Management
California
$1.64M -$173K -1,720 -10%
MBI
43
May Barnhard Investments
Maryland
$1.6M
HighTower Advisors
44
HighTower Advisors
Illinois
$1.58M
Natixis Advisors
45
Natixis Advisors
Massachusetts
$1.36M -$301 -3 -0%
PAG
46
Private Advisor Group
New Jersey
$1.34M -$311K -3,102 -19%
MCC
47
Money Concepts Capital
Florida
$1.32M -$251K -2,498 -16%
BNMT
48
Bawa N Mallick Trust
New York
$1.29M
LCM
49
Liberty Capital Management
Michigan
$1.27M +$1.23M +12,260 New
WMA
50
Wealth Management Associates
New Jersey
$1.27M -$2.11K -21 -0.2%