We are live on ! Find out more
ILCB icon

iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$314K +$304K +11,332 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$311K +$48.8K +1,820 +19%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$275K
Goldman Sachs
29
Goldman Sachs
New York
$268K -$181K -6,752 -41%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$258K +$27.2K +1,016 +12%
Creative Planning
31
Creative Planning
Kansas
$237K +$59.8K +2,232 +35%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$181K +$48.8K +1,820 +38%
GAM
33
Gemmer Asset Management
California
$121K +$118K +4,388 New
RIA
34
Regal Investment Advisors
Michigan
$112K
MFS
35
MSI Financial Services
Massachusetts
$111K -$1.93K -72 -2%
WTC
36
WhitTier Trust Company
Nevada
$108K
US Bancorp
37
US Bancorp
Minnesota
$83K
Citigroup
38
Citigroup
New York
$41K +$1.07K +40 +3%
CFN
39
Cordasco Financial Network
Florida
$28K
WA
40
WFG Advisors
Texas
$24K -$28.2K -1,052 -55%
FCCM
41
First City Capital Management
Georgia
$22.2K +$21.6K +804 New
FWM
42
Focused Wealth Management
New York
$4K
MWM
43
Merriman Wealth Management
Washington
-$7.26M -269,128 Closed
WCM
44
Windsor Capital Management
Arizona
-$61K -2,268 Closed
TAIM
45
TD Ameritrade Investment Management
Nebraska
-$11K -424 Closed
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
+$107 +4 New