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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TG
26
Threshold Group
Washington
$865K +$852K +28,184 New
MC
27
Mathes Company
New York
$856K -$45.4K -1,500 -5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$623K -$17.3K -572 -3%
Jane Street
29
Jane Street
New York
$541K +$220K +7,280 +70%
FAAS
30
First Allied Advisory Services
California
$479K -$87.2K -2,884 -16%
LCM
31
Liberty Capital Management
Michigan
$461K +$454K +15,020 New
BRWA
32
B. Riley Wealth Advisors
Florida
$418K
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$360K -$61.6K -2,036 -15%
CAN
34
Cetera Advisor Networks
California
$355K -$96.4K -3,188 -22%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$354K +$25.4K +840 +8%
HighTower Advisors
36
HighTower Advisors
Illinois
$340K +$336K +11,096 New
AG
37
Advisor Group
Arizona
$338K +$336K +11,124 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$306K
AMG
39
Asset Management Group
Connecticut
$293K -$25.6K -848 -8%
CS
40
Comerica Securities
Michigan
$281K +$59.6K +1,972 +27%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$278K +$4.36K +144 +2%
Creative Planning
42
Creative Planning
Kansas
$267K +$22.9K +756 +10%
SPC
43
Sigma Planning Corp
Michigan
$262K +$259K +8,548 New
SI
44
SII Investments
Wisconsin
$216K +$214K +7,064 New
AFP
45
Ausdal Financial Partners
Iowa
$213K -$8.59K -284 -4%
FA
46
FDx Advisors
Illinois
$213K
IF
47
Ironwood Financial
Arizona
$186K -$21.8K -720 -11%
WTC
48
WhitTier Trust Company
Nevada
$120K
GAM
49
Gemmer Asset Management
California
$114K +$605 +20 +0.5%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$111K +$110K +3,624 New