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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$321K -$711K -18,268 -69%
DADC
52
D.A. Davidson & Co
Montana
$316K +$53K +1,360 +21%
WP
53
WealthSource Partners
California
$315K +$3.12K +80 +1%
SWP
54
Stratos Wealth Partners
Ohio
$303K -$6.54K -168 -2%
CF
55
Centaurus Financial
California
$301K +$295K +7,584 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$293K +$263K +6,760 +1,097%
AFP
57
Ausdal Financial Partners
Iowa
$290K -$39.9K -1,024 -12%
CS
58
Comerica Securities
Michigan
$289K
Creative Planning
59
Creative Planning
Kansas
$285K +$28.4K +728 +11%
OCG
60
Opus Capital Group
Ohio
$274K -$4.67K -120 -2%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$272K +$266K +6,840 New
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$259K -$59.2K -1,520 -19%
BOTW
63
Bank of the West
California
$252K
CCA
64
Clearwater Capital Advisors
Illinois
$242K
IF
65
Ironwood Financial
Arizona
$212K
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$175K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$130K
GWM
68
Geneos Wealth Management
Colorado
$109K +$156 +4 +0.1%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.2K
BWA
70
Burt Wealth Advisors
Maryland
$83K -$27.1K -696 -25%
CA
71
Calton & Associates
Florida
$83K +$77.9K +2,000 New
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$79K
SPIA
73
Steward Partners Investment Advisory
New York
$75K +$19.8K +508 +36%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74K +$15.7K +404 +28%
SEI Investments
75
SEI Investments
Pennsylvania
$72K +$70.1K +1,800 New