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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
51
Ironwood Financial
Arizona
$188K -$2.99K -92 -2%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$183K -$38.4K -1,184 -17%
WTC
53
WhitTier Trust Company
Nevada
$129K
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$120K
GAM
55
Gemmer Asset Management
California
$88K -$34.3K -1,056 -28%
NFG
56
Next Financial Group
Texas
$76K +$14.5K +448 +24%
GWM
57
Geneos Wealth Management
Colorado
$37K
ECM
58
Exchange Capital Management
Michigan
$33K +$8.96K +276 +39%
BlackRock
59
BlackRock
New York
$31K +$2.73K +84 +10%
LWA
60
Lowe Wealth Advisors
Maryland
$27K +$26K +800 New
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$25.2K +776 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$20K -$2.6K -80 -12%
Barclays
63
Barclays
United Kingdom
$9K +$8.44K +260 New
BC
64
Bartlett & Co
Ohio
$7K
PFS
65
Physicians Financial Services
North Carolina
$6K
FWM
66
Focused Wealth Management
New York
$5K
Jane Street
67
Jane Street
New York
-$1.91M -59,524 Closed
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
-$1.45M -45,236 Closed
BRWA
69
B. Riley Wealth Advisors
Florida
-$427K -13,292 Closed
VCM
70
Versant Capital Management
Arizona
-$35K -1,120 Closed
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$19K -580 Closed