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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$346K -$165K -4,108 -31%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$346K +$3.36K +84 +0.9%
PA
53
PFG Advisors
Arizona
$307K -$10.9K -272 -3%
WP
54
WealthSource Partners
California
$305K +$1.28K +32 +0.4%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$303K +$21.8K +544 +7%
DT
56
Diversified Trust
Tennessee
$294K +$308K +7,680 New
CS
57
Comerica Securities
Michigan
$293K +$14.4K +360 +5%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$282K +$32K +800 +12%
OCG
59
Opus Capital Group
Ohio
$265K +$160 +4 +0.1%
AFP
60
Ausdal Financial Partners
Iowa
$259K -$21.8K -544 -7%
Creative Planning
61
Creative Planning
Kansas
$257K -$19.4K -484 -7%
Citadel Advisors
62
Citadel Advisors
Florida
$245K +$256K +6,392 New
EWM
63
Empirical Wealth Management
Washington
$245K +$256K +6,400 New
BOTW
64
Bank of the West
California
$243K
CCA
65
Clearwater Capital Advisors
Illinois
$235K +$2.56K +64 +1%
APA
66
American Portfolios Advisors
New York
$233K +$227K +5,656 +1,360%
IF
67
Ironwood Financial
Arizona
$204K
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$168K
SPIA
69
Steward Partners Investment Advisory
New York
$160K +$91.6K +2,288 +120%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149K +$80.7K +2,016 +108%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$126K
GWM
72
Geneos Wealth Management
Colorado
$105K
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.9K
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$75K +$481 +12 +0.6%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$57K