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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$336K +$3.85K +88 +1%
DIA
52
Dana Investment Advisors
Wisconsin
$325K
SB
53
Strategic Blueprint
Georgia
$325K
WP
54
WealthSource Partners
California
$304K -$1.58K -36 -0.4%
RPSA
55
Richard P. Slaughter Associates
Texas
$291K -$17.5K -400 -5%
RJA
56
Raymond James & Associates
Florida
$275K -$28.9K -660 -8%
AMG
57
Asset Management Group
Connecticut
$268K
APW
58
Aurora Private Wealth
New Jersey
$261K +$116K +2,656 +60%
TC
59
TAP Consulting
Missouri
$258K -$1.58K -36 -0.5%
Stifel Financial
60
Stifel Financial
Missouri
$258K +$55.2K +1,260 +22%
MA
61
MUFG Americas
New York
$257K
OCG
62
Opus Capital Group
Ohio
$251K -$4.03K -92 -1%
CA
63
Cetera Advisors
Colorado
$230K -$74.6K -1,704 -21%
SC
64
Scotia Capital
Ontario, Canada
$226K
FFN
65
Focus Financial Network
Minnesota
$225K -$16.6K -380 -6%
IA
66
IFP Advisors
Florida
$221K -$49.7K -1,136 -16%
Fiera Capital (Canada)
67
Fiera Capital (Canada)
Quebec, Canada
$213K
SPC
68
Sigma Planning Corp
Michigan
$207K -$1.58K -36 -0.6%
AIC
69
Ameritas Investment Company
Nebraska
$194K +$21K +480 +10%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$185K
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$178K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$172K
TRCT
73
Tower Research Capital (TRC)
New York
$162K -$10.7K -244 -5%
BW
74
Bison Wealth
Georgia
$133K -$350 -8 -0.2%
KPW
75
Kore Private Wealth
New York
$114K +$136K +3,100 New