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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$355K +$34.9K +1,252 +11%
BRWA
27
B. Riley Wealth Advisors
Florida
$323K
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$303K +$37.1K +1,328 +14%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$283K
HighTower Advisors
30
HighTower Advisors
Illinois
$251K +$246K +8,816 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$244K +$56.4K +2,020 +31%
Creative Planning
32
Creative Planning
Kansas
$181K -$62.2K -2,228 -26%
GAM
33
Gemmer Asset Management
California
$125K +$446 +16 +0.4%
RIA
34
Regal Investment Advisors
Michigan
$115K
MFS
35
MSI Financial Services
Massachusetts
$111K -$3.24K -116 -3%
WTC
36
WhitTier Trust Company
Nevada
$111K
US Bancorp
37
US Bancorp
Minnesota
$85K
PAS
38
Partnervest Advisory Services
California
$61K +$60.2K +2,156 New
Citigroup
39
Citigroup
New York
$43K
GSC
40
Ground Swell Capital
South Carolina
$30K +$29.5K +1,056 New
CFN
41
Cordasco Financial Network
Florida
$28K
WA
42
WFG Advisors
Texas
$25K +$112 +4 +0.5%
FCCM
43
First City Capital Management
Georgia
$22.9K
HR
44
Howe & Rusling
New York
$20K +$19.8K +708 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$11K +$11.2K +400 New
BC
46
Bartlett & Co
Ohio
$6K +$5.58K +200 New
FWM
47
Focused Wealth Management
New York
$5K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$417K -15,080 Closed
Goldman Sachs
49
Goldman Sachs
New York
-$268K -9,684 Closed