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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$375K
SB
52
Strategic Blueprint
Georgia
$367K
DIA
53
Dana Investment Advisors
Wisconsin
$366K -$250K -6,120 -41%
WP
54
WealthSource Partners
California
$350K +$14.2K +348 +4%
CA
55
Cetera Advisors
Colorado
$326K -$287K -7,032 -47%
SC
56
Scotia Capital
Ontario, Canada
$318K +$315K +7,708 New
MA
57
MUFG Americas
New York
$308K
AMG
58
Asset Management Group
Connecticut
$299K -$81.6K -1,996 -22%
OCG
59
Opus Capital Group
Ohio
$287K +$490 +12 +0.2%
NFG
60
Next Financial Group
Texas
$273K +$257K +6,292 +1,991%
FFN
61
Focus Financial Network
Minnesota
$269K -$11.9K -292 -4%
Fiera Capital (Canada)
62
Fiera Capital (Canada)
Quebec, Canada
$240K
RJA
63
Raymond James & Associates
Florida
$228K +$226K +5,532 New
WCM
64
Windham Capital Management
Massachusetts
$215K
CS
65
Comerica Securities
Michigan
$213K +$654 +16 +0.3%
SWP
66
Stratos Wealth Partners
Ohio
$211K -$50.5K -1,236 -19%
IF
67
Ironwood Financial
Arizona
$205K
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$181K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$172K
CF
70
Centaurus Financial
California
$167K -$116K -2,828 -41%
GSWM
71
Golden State Wealth Management
California
$155K
GWM
72
Geneos Wealth Management
Colorado
$113K +$163 +4 +0.1%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.9K
FHA
74
Flagship Harbor Advisors
Massachusetts
$91K +$8.17K +200 +10%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$83K -$64.1K -1,568 -44%