We are live on ! Find out more
ILCB icon

iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Mathes Company
New York
$972K
OCG
27
Opus Capital Group
Ohio
$911K -$15.9K -520 -2%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$803K -$135K -4,420 -14%
WCF
29
West Coast Financial
California
$788K +$499K +16,296 +168%
CA
30
Cetera Advisors
Colorado
$763K -$166K -5,428 -18%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$654K +$126K +4,112 +24%
CAN
32
Cetera Advisor Networks
California
$630K +$34.5K +1,128 +6%
FA
33
FDx Advisors
Illinois
$469K +$478K +15,600 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$453K +$133K +4,356 +41%
HighTower Advisors
35
HighTower Advisors
Illinois
$439K +$63.6K +2,076 +17%
FAAS
36
First Allied Advisory Services
California
$418K -$18.9K -616 -4%
PAG
37
Private Advisor Group
New Jersey
$361K -$16.5K -540 -4%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$320K
AMG
39
Asset Management Group
Connecticut
$307K +$30.7K +1,004 +11%
LI
40
LVZ Inc
Michigan
$306K +$309K +10,096 New
IF
41
Ironwood Financial
Arizona
$290K
BRWA
42
B. Riley Wealth Advisors
Florida
$280K -$194K -6,340 -41%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$268K +$271K +8,840 New
Creative Planning
44
Creative Planning
Kansas
$266K +$25.7K +840 +11%
CS
45
Comerica Securities
Michigan
$242K +$15.6K +508 +7%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$229K +$232K +7,564 New
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$170K +$101K +3,300 +143%
SCA
48
Strategic Capital Alternatives
United States
$166K +$167K +5,456 New
GAM
49
Gemmer Asset Management
California
$123K -$3.8K -124 -3%
WTC
50
WhitTier Trust Company
Nevada
$118K