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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$984K -$38.4K -1,204 -4%
TG
27
Threshold Group
Washington
$904K
MC
28
Mathes Company
New York
$894K
VFA
29
Voya Financial Advisors
Connecticut
$730K -$320K -10,048 -30%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$692K +$41.1K +1,288 +6%
HighTower Advisors
31
HighTower Advisors
Illinois
$682K +$328K +10,268 +93%
OCG
32
Opus Capital Group
Ohio
$680K -$287K -8,992 -30%
Citigroup
33
Citigroup
New York
$627K +$624K +19,568 New
FAAS
34
First Allied Advisory Services
California
$500K
CAN
35
Cetera Advisor Networks
California
$462K +$91.4K +2,864 +25%
BRWA
36
B. Riley Wealth Advisors
Florida
$427K -$10.2K -320 -2%
LCM
37
Liberty Capital Management
Michigan
$391K -$88K -2,760 -18%
AG
38
Advisor Group
Arizona
$362K +$4.98K +156 +1%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$346K -$30.6K -960 -8%
AMG
40
Asset Management Group
Connecticut
$306K
CS
41
Comerica Securities
Michigan
$294K
SPC
42
Sigma Planning Corp
Michigan
$288K +$13.7K +428 +5%
NPC
43
National Planning Corporation
California
$280K +$281K +8,804 New
Creative Planning
44
Creative Planning
Kansas
$245K -$33.6K -1,052 -12%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$218K -$101K -3,152 -32%
WP
46
WealthSource Partners
California
$212K +$211K +6,608 New
AFP
47
Ausdal Financial Partners
Iowa
$203K -$19.1K -600 -9%
IF
48
Ironwood Financial
Arizona
$185K -$9.7K -304 -5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$138K +$138K +4,316 New
WTC
50
WhitTier Trust Company
Nevada
$125K