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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$340K -$29.3K -752 -7%
AMG
52
Asset Management Group
Connecticut
$328K +$3.43K +88 +1%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$311K
SB
54
Strategic Blueprint
Georgia
$306K +$335K +8,600 New
SWP
55
Stratos Wealth Partners
Ohio
$295K -$176K -4,524 -35%
WP
56
WealthSource Partners
California
$288K +$3.59K +92 +1%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$283K +$1.09K +28 +0.4%
PA
58
PFG Advisors
Arizona
$282K -$3.59K -92 -1%
CS
59
Comerica Securities
Michigan
$274K +$2.18K +56 +0.7%
Jane Street
60
Jane Street
New York
$268K -$116K -2,968 -28%
MA
61
MUFG Americas
New York
$266K +$283K +7,260 +3,704%
SPC
62
Sigma Planning Corp
Michigan
$255K +$312 +8 +0.1%
OCG
63
Opus Capital Group
Ohio
$247K +$468 +12 +0.2%
Creative Planning
64
Creative Planning
Kansas
$239K -$9.83K -252 -4%
EWM
65
Empirical Wealth Management
Washington
$228K
BOTW
66
Bank of the West
California
$226K
RJA
67
Raymond James & Associates
Florida
$223K +$244K +6,248 New
Northern Trust
68
Northern Trust
Illinois
$204K +$223K +5,720 New
PFBT
69
Parkside Financial Bank & Trust
Missouri
$196K +$215K +5,504 New
NFG
70
Next Financial Group
Texas
$195K +$201K +5,152 +1,651%
IF
71
Ironwood Financial
Arizona
$185K
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$157K -$186K -4,768 -52%
GWM
73
Geneos Wealth Management
Colorado
$97K
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.5K
FHA
75
Flagship Harbor Advisors
Massachusetts
$67K -$7.8K -200 -9%