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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthSource Partners
California
$337K +$1.64K +40 +0.5%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$333K +$491 +12 +0.2%
CS
53
Comerica Securities
Michigan
$323K
SPC
54
Sigma Planning Corp
Michigan
$301K -$106K -2,588 -27%
PA
55
PFG Advisors
Arizona
$294K -$13.9K -340 -4%
Creative Planning
56
Creative Planning
Kansas
$292K +$10.3K +252 +4%
OCG
57
Opus Capital Group
Ohio
$291K +$327 +8 +0.1%
AFP
58
Ausdal Financial Partners
Iowa
$284K
EWM
59
Empirical Wealth Management
Washington
$269K
BOTW
60
Bank of the West
California
$267K
Bessemer Group
61
Bessemer Group
New Jersey
$219K
IF
62
Ironwood Financial
Arizona
$218K
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208K +$39.4K +964 +24%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$203K +$196K +4,800 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$148K +$9.81K +240 +7%
GWM
66
Geneos Wealth Management
Colorado
$115K
US Bancorp
67
US Bancorp
Minnesota
$114K +$17K +416 +18%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.8K
FHA
69
Flagship Harbor Advisors
Massachusetts
$89K
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$85K +$327 +8 +0.4%
KF
71
Krilogy Financial
Missouri
$85K +$82.9K +2,028 New
BlackRock
72
BlackRock
New York
$60K
RFC
73
Regions Financial Corp
Alabama
$52K
BWM
74
BerganKDV Wealth Management
Minnesota
$51K
GAM
75
Gemmer Asset Management
California
$37K +$164 +4 +0.5%