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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthSource Partners
California
$306K
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$305K +$23.3K +600 +8%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$304K -$778 -20 -0.3%
PA
54
PFG Advisors
Arizona
$297K -$11.5K -296 -4%
CS
55
Comerica Securities
Michigan
$295K
DT
56
Diversified Trust
Tennessee
$295K
OCG
57
Opus Capital Group
Ohio
$266K
AFP
58
Ausdal Financial Partners
Iowa
$260K
Creative Planning
59
Creative Planning
Kansas
$258K
EWM
60
Empirical Wealth Management
Washington
$246K
BOTW
61
Bank of the West
California
$244K
CCA
62
Clearwater Capital Advisors
Illinois
$236K
Bessemer Group
63
Bessemer Group
New Jersey
$200K -$420K -10,800 -68%
IF
64
Ironwood Financial
Arizona
$200K -$5.6K -144 -3%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153K +$4.04K +104 +3%
APA
66
American Portfolios Advisors
New York
$140K -$94.4K -2,428 -40%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$126K
GWM
68
Geneos Wealth Management
Colorado
$105K
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.3K
US Bancorp
70
US Bancorp
Minnesota
$88K +$72.3K +1,860 +415%
FHA
71
Flagship Harbor Advisors
Massachusetts
$81K +$82K +2,108 New
BWA
72
Burt Wealth Advisors
Maryland
$78K +$38.1K +980 +93%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$77K
B
74
Bridgeworth
Alabama
$76K +$77.2K +1,984 New
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$57K