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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$619K -$185K -6,000 -23%
CA
27
Cetera Advisors
Colorado
$535K -$230K -7,448 -30%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$512K -$142K -4,596 -21%
FA
29
FDx Advisors
Illinois
$467K -$4.7K -152 -1%
FAAS
30
First Allied Advisory Services
California
$418K +$1.48K +48 +0.3%
BRWA
31
B. Riley Wealth Advisors
Florida
$411K +$134K +4,340 +47%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$385K -$67.8K -2,196 -15%
HighTower Advisors
33
HighTower Advisors
Illinois
$356K -$83K -2,688 -19%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$319K
LI
35
LVZ Inc
Michigan
$313K
AMG
36
Asset Management Group
Connecticut
$307K +$1.11K +36 +0.4%
VKH
37
Virtu KCG Holdings
New York
$255K +$261K +8,440 New
PAG
38
Private Advisor Group
New Jersey
$241K -$122K -3,936 -33%
IF
39
Ironwood Financial
Arizona
$241K -$48.8K -1,580 -17%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$229K +$61K +1,976 +35%
CS
41
Comerica Securities
Michigan
$225K -$16.7K -540 -7%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$208K -$60.3K -1,952 -22%
SCA
43
Strategic Capital Alternatives
United States
$165K
GAM
44
Gemmer Asset Management
California
$120K -$2.35K -76 -2%
WTC
45
WhitTier Trust Company
Nevada
$118K
KA
46
Klingman & Associates
New York
$95K +$494 +16 +0.5%
US Bancorp
47
US Bancorp
Minnesota
$91K
Citigroup
48
Citigroup
New York
$74K +$6.92K +224 +10%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$66K +$124 +4 +0.2%
LWA
50
Lenox Wealth Advisors
New York
$66K +$67.8K +2,196 New