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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$364K +$92.2K +2,400 +36%
SB
52
Strategic Blueprint
Georgia
$355K +$10.8K +280 +3%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$339K -$10.8K -280 -3%
PA
54
PFG Advisors
Arizona
$339K +$31.2K +812 +11%
WP
55
WealthSource Partners
California
$325K +$1.54K +40 +0.5%
MA
56
MUFG Americas
New York
$298K
OCG
57
Opus Capital Group
Ohio
$277K +$307 +8 +0.1%
CF
58
Centaurus Financial
California
$275K +$264K +6,880 New
FFN
59
Focus Financial Network
Minnesota
$273K +$262K +6,816 New
SWP
60
Stratos Wealth Partners
Ohio
$254K -$75K -1,952 -24%
GIM
61
Goelzer Investment Management
Indiana
$247K +$237K +6,180 New
Fiera Capital (Canada)
62
Fiera Capital (Canada)
Quebec, Canada
$233K +$223K +5,820 New
WCM
63
Windham Capital Management
Massachusetts
$208K +$200K +5,196 New
CS
64
Comerica Securities
Michigan
$205K -$98.1K -2,556 -33%
SPC
65
Sigma Planning Corp
Michigan
$203K -$79.7K -2,076 -29%
IF
66
Ironwood Financial
Arizona
$199K -$8.29K -216 -4%
TRCT
67
Tower Research Capital (TRC)
New York
$178K -$733K -19,092 -81%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$176K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$172K -$836K -21,780 -66%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$170K -$142K -3,688 -46%
GSWM
71
Golden State Wealth Management
California
$151K +$145K +3,768 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$144K -$930K -24,224 -87%
GWM
73
Geneos Wealth Management
Colorado
$110K
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.9K
FHA
75
Flagship Harbor Advisors
Massachusetts
$81K +$4.61K +120 +6%