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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Strategic Blueprint
Georgia
$373K
DIA
52
Dana Investment Advisors
Wisconsin
$372K
WP
53
WealthSource Partners
California
$356K
IA
54
IFP Advisors
Florida
$336K +$334K +8,020 New
CA
55
Cetera Advisors
Colorado
$332K -$2.16K -52 -0.7%
MA
56
MUFG Americas
New York
$305K -$8.15K -196 -3%
AMG
57
Asset Management Group
Connecticut
$304K
GIM
58
Goelzer Investment Management
Indiana
$303K +$300K +7,208 New
TC
59
TAP Consulting
Missouri
$295K +$292K +7,024 New
OCG
60
Opus Capital Group
Ohio
$292K +$333 +8 +0.1%
SC
61
Scotia Capital
Ontario, Canada
$288K -$35.6K -856 -11%
FFN
62
Focus Financial Network
Minnesota
$274K
Stifel Financial
63
Stifel Financial
Missouri
$271K +$268K +6,436 New
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$244K
SPC
65
Sigma Planning Corp
Michigan
$241K +$239K +5,744 New
IWC
66
Integrated Wealth Concepts
Massachusetts
$225K +$223K +5,360 New
WCM
67
Windham Capital Management
Massachusetts
$218K
MA
68
Mutual Advisors
Nebraska
$218K +$216K +5,184 New
UCFA
69
United Capital Financial Advisors
Texas
$210K +$208K +4,996 New
IF
70
Ironwood Financial
Arizona
$209K
Baird Financial Group
71
Baird Financial Group
Wisconsin
$202K +$200K +4,800 New
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$197K -$196K -4,720 -50%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$185K
NFG
74
Next Financial Group
Texas
$173K -$103K -2,476 -37%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$172K