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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$539K -$6.96K -232 -1%
BRWA
27
B. Riley Wealth Advisors
Florida
$481K +$66.6K +2,220 +17%
FAAS
28
First Allied Advisory Services
California
$445K +$432K +14,404 New
FHC
29
First Heartland Consultants
Missouri
$434K +$421K +14,048 New
PAG
30
Private Advisor Group
New Jersey
$384K -$112K -3,728 -23%
HighTower Advisors
31
HighTower Advisors
Illinois
$383K +$68.4K +2,280 +23%
AL
32
Aspiriant LLC
California
$376K -$515K -17,176 -59%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$327K -$56.4K -1,880 -15%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$326K +$56.4K +1,880 +22%
PAS
35
Park Avenue Securities
New York
$325K +$315K +10,520 New
WCF
36
West Coast Financial
California
$299K +$290K +9,676 New
IF
37
Ironwood Financial
Arizona
$294K +$286K +9,548 New
AMG
38
Asset Management Group
Connecticut
$282K +$274K +9,132 New
Creative Planning
39
Creative Planning
Kansas
$245K +$41.3K +1,376 +21%
BCM
40
Brookstone Capital Management
Illinois
$243K +$236K +7,884 New
CS
41
Comerica Securities
Michigan
$231K +$224K +7,476 New
NPC
42
National Planning Corporation
California
$165K -$445K -14,836 -73%
GAM
43
Gemmer Asset Management
California
$129K +$600 +20 +0.5%
WTC
44
WhitTier Trust Company
Nevada
$120K
KA
45
Klingman & Associates
New York
$96K +$93.3K +3,112 New
RIA
46
Regal Investment Advisors
Michigan
$93K -$31.2K -1,040 -26%
US Bancorp
47
US Bancorp
Minnesota
$93K
ECM
48
Exchange Capital Management
Michigan
$92K -$292K -9,736 -77%
NFG
49
Next Financial Group
Texas
$85K -$1.2K -40 -1%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71K +$69.1K +2,304 New