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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCF
26
West Coast Financial
California
$605K -$56.4K -1,900 -8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$572K -$1.88M -63,328 -76%
CAN
28
Cetera Advisor Networks
California
$571K -$12.4K -416 -2%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$529K -$49.9K -1,680 -8%
FA
30
FDx Advisors
Illinois
$417K -$16.5K -556 -4%
FAAS
31
First Allied Advisory Services
California
$389K +$1.78K +60 +0.4%
BRWA
32
B. Riley Wealth Advisors
Florida
$383K +$3.44K +116 +0.9%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$317K -$41.7K -1,404 -11%
AMG
34
Asset Management Group
Connecticut
$286K +$1.19K +40 +0.4%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$279K -$17.8K -600 -6%
PAG
36
Private Advisor Group
New Jersey
$271K +$51K +1,716 +22%
HighTower Advisors
37
HighTower Advisors
Illinois
$261K -$72.3K -2,436 -21%
Creative Planning
38
Creative Planning
Kansas
$233K +$248K +8,340 New
CA
39
Cetera Advisors
Colorado
$217K -$295K -9,944 -56%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212K
CS
41
Comerica Securities
Michigan
$208K
IF
42
Ironwood Financial
Arizona
$203K -$21K -708 -9%
WTC
43
WhitTier Trust Company
Nevada
$109K
GAM
44
Gemmer Asset Management
California
$108K -$2.85K -96 -2%
US Bancorp
45
US Bancorp
Minnesota
$84K
Citigroup
46
Citigroup
New York
$81K +$13.2K +444 +18%
WCM
47
Windsor Capital Management
Arizona
$64K +$68.7K +2,312 New
LWA
48
Lenox Wealth Advisors
New York
$62K +$356 +12 +0.5%
HCMT
49
Highland Capital Management (Tennessee)
Tennessee
$60K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$58K -$3.56K -120 -6%