We are live on ! Find out more
ILCB icon

iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.51M +$273K +2,906 +8%
Raymond James Financial
27
Raymond James Financial
Florida
$3.47M -$6.71M -71,451 -65%
IFG
28
Independent Financial Group
California
$3.17M +$184K +1,962 +6%
JSA
29
Jim Saulnier & Associates
Colorado
$3.15M -$63.6K -677 -2%
Goldman Sachs
30
Goldman Sachs
New York
$2.64M -$1.57M -16,710 -36%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.61M +$278K +2,959 +11%
MWM
32
Modern Wealth Management
Kansas
$2.59M -$18K -192 -0.7%
Financial Engines Advisors
33
Financial Engines Advisors
California
$2.53M -$14K -149 -0.5%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$2.22M +$112K +1,192 +5%
ECA
35
Elevation Capital Advisory
Oregon
$2.21M +$2.31M +24,556 New
Cerity Partners
36
Cerity Partners
New York
$2.12M +$475K +5,056 +27%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.96M -$159K -1,691 -7%
AT
38
American Trust
Kentucky
$1.6M +$131K +1,396 +9%
SMWM
39
Silvia McColl Wealth Management
California
$1.57M
AWA
40
Arkadios Wealth Advisors
Georgia
$1.51M +$1.58M +16,819 New
Mariner
41
Mariner
Kansas
$1.46M +$74K +788 +5%
PAG
42
Private Advisor Group
New Jersey
$1.44M -$14.8K -158 -1%
MBI
43
May Barnhard Investments
Maryland
$1.39M
HighTower Advisors
44
HighTower Advisors
Illinois
$1.37M
MCC
45
Money Concepts Capital
Florida
$1.37M -$40.8K -434 -3%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$1.18M +$196K +2,088 +19%
BNMT
47
Bawa N Mallick Trust
New York
$1.11M
WMA
48
Wealth Management Associates
New Jersey
$1.1M -$30.2K -321 -3%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$1.07M +$846 +9 +0.1%
KFSN
50
Keystone Financial Services (Nebraska)
Nebraska
$995K -$2.73K -29 -0.3%