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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$994K -$23K -708 -2%
Citigroup
27
Citigroup
New York
$958K +$302K +9,312 +48%
TG
28
Threshold Group
Washington
$933K -$1.95K -60 -0.2%
HighTower Advisors
29
HighTower Advisors
Illinois
$886K +$173K +5,316 +25%
CAN
30
Cetera Advisor Networks
California
$765K +$279K +8,604 +60%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$698K -$431K -13,268 -39%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$599K -$114K -3,512 -16%
VFA
33
Voya Financial Advisors
Connecticut
$573K -$186K -5,720 -25%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$572K +$419K +12,924 +299%
FAAS
35
First Allied Advisory Services
California
$522K +$4.8K +148 +0.9%
NPC
36
National Planning Corporation
California
$477K +$171K +5,260 +60%
LCM
37
Liberty Capital Management
Michigan
$414K
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$357K
AMG
39
Asset Management Group
Connecticut
$306K -$10.3K -316 -3%
AG
40
Advisor Group
Arizona
$290K -$81.9K -2,524 -22%
SPC
41
Sigma Planning Corp
Michigan
$278K -$19.1K -588 -7%
Creative Planning
42
Creative Planning
Kansas
$254K
OCG
43
Opus Capital Group
Ohio
$250K -$443K -13,660 -64%
GRP
44
Global Retirement Partners
California
$240K +$234K +7,224 New
CS
45
Comerica Securities
Michigan
$231K -$54.9K -1,692 -18%
AFP
46
Ausdal Financial Partners
Iowa
$224K +$13K +400 +6%
WP
47
WealthSource Partners
California
$222K +$2.47K +76 +1%
BOTW
48
Bank of the West
California
$211K +$206K +6,348 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$210K +$205K +6,308 New
CCA
50
Clearwater Capital Advisors
Illinois
$203K +$197K +6,080 New