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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCF
26
West Coast Financial
California
$694K +$51.3K +1,712 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$630K +$20.8K +696 +3%
FAAS
28
First Allied Advisory Services
California
$531K +$117K +3,908 +28%
CAN
29
Cetera Advisor Networks
California
$468K -$141K -4,700 -23%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$410K -$153K -5,124 -27%
BRWA
31
B. Riley Wealth Advisors
Florida
$408K -$359 -12 -0.1%
Jane Street
32
Jane Street
New York
$360K -$1.15M -38,240 -76%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$323K -$14K -468 -4%
AMG
34
Asset Management Group
Connecticut
$305K +$1.56K +52 +0.5%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$296K
HighTower Advisors
36
HighTower Advisors
Illinois
$264K -$14.6K -488 -5%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$253K +$27.4K +916 +12%
Creative Planning
38
Creative Planning
Kansas
$236K -$11.9K -396 -5%
CS
39
Comerica Securities
Michigan
$214K -$7.43K -248 -3%
FA
40
FDx Advisors
Illinois
$209K -$236K -7,868 -53%
AFP
41
Ausdal Financial Partners
Iowa
$184K +$185K +6,180 New
GAM
42
Gemmer Asset Management
California
$117K +$1.2K +40 +1%
WTC
43
WhitTier Trust Company
Nevada
$116K
CCS
44
Crosspoint Capital Strategies
California
$93K +$89.9K +3,000 New
US Bancorp
45
US Bancorp
Minnesota
$89K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$76K +$14.5K +484 +23%
LWA
47
Lenox Wealth Advisors
New York
$66K +$359 +12 +0.5%
Citigroup
48
Citigroup
New York
$54K -$31.9K -1,064 -37%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$40K +$39.8K +1,328 New
TRCT
50
Tower Research Capital (TRC)
New York
$27K +$27.4K +916 New