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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthSource Partners
California
$286K
GRP
52
Global Retirement Partners
California
$271K +$6.22K +172 +2%
CS
53
Comerica Securities
Michigan
$266K -$2.02K -56 -0.8%
OCG
54
Opus Capital Group
Ohio
$256K -$8.1K -224 -3%
AFP
55
Ausdal Financial Partners
Iowa
$237K +$5.79K +160 +3%
BOTW
56
Bank of the West
California
$232K
CCA
57
Clearwater Capital Advisors
Illinois
$223K
IF
58
Ironwood Financial
Arizona
$200K
DADC
59
D.A. Davidson & Co
Montana
$182K +$180K +4,984 New
NFG
60
Next Financial Group
Texas
$152K +$101K +2,788 +203%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$133K
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K +$115K +3,172 New
BWA
63
Burt Wealth Advisors
Maryland
$101K +$49.6K +1,372 +98%
NA
64
NewEdge Advisors
Louisiana
$86.4K +$85.3K +2,360 New
US Bancorp
65
US Bancorp
Minnesota
$67K +$56.4K +1,560 +582%
GWM
66
Geneos Wealth Management
Colorado
$41K
ECM
67
Exchange Capital Management
Michigan
$36K
BlackRock
68
BlackRock
New York
$34K
GAM
69
Gemmer Asset Management
California
$31K -$66.1K -1,828 -68%
WEC
70
Winslow Evans & Crocker
Massachusetts
$28.8K +$28.9K +800 New
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$28K -$3.76K -104 -12%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$22K
SPIA
73
Steward Partners Investment Advisory
New York
$13K +$3.33K +92 +33%
IWM
74
IHT Wealth Management
Illinois
$11K +$291K +8,036 New
BC
75
Bartlett & Co
Ohio
$7K