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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$314K +$69.2K +1,860 +29%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$303K
WP
53
WealthSource Partners
California
$296K +$1.34K +36 +0.5%
SWP
54
Stratos Wealth Partners
Ohio
$294K -$37.2K -1,000 -11%
GRP
55
Global Retirement Partners
California
$279K
CS
56
Comerica Securities
Michigan
$274K
OCG
57
Opus Capital Group
Ohio
$264K +$595 +16 +0.2%
DADC
58
D.A. Davidson & Co
Montana
$248K +$59.5K +1,600 +32%
Creative Planning
59
Creative Planning
Kansas
$243K -$69.1K -1,856 -22%
BOTW
60
Bank of the West
California
$239K
Citadel Advisors
61
Citadel Advisors
Florida
$238K +$235K +6,328 New
CCA
62
Clearwater Capital Advisors
Illinois
$231K
B
63
Bridgeworth
Alabama
$224K +$218K +5,856 New
IF
64
Ironwood Financial
Arizona
$201K -$5.36K -144 -3%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$166K +$164K +4,396 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$123K -$12.9K -348 -10%
BWA
67
Burt Wealth Advisors
Maryland
$105K
GWM
68
Geneos Wealth Management
Colorado
$103K +$60.1K +1,616 +143%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.4K -$29.8K -800 -25%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$78K +$74K +1,988 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55K +$54.3K +1,460 New
SPIA
72
Steward Partners Investment Advisory
New York
$52K +$38.1K +1,024 +275%
BF
73
BOK Financial
Oklahoma
$44K +$43.2K +1,160 New
ECM
74
Exchange Capital Management
Michigan
$37K
BlackRock
75
BlackRock
New York
$35K