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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$404K -$625K -13,100 -61%
SB
52
Strategic Blueprint
Georgia
$384K
GLA
53
Good Life Advisors
Pennsylvania
$382K -$41.6K -872 -10%
AMG
54
Asset Management Group
Connecticut
$360K +$954 +20 +0.3%
Creative Planning
55
Creative Planning
Kansas
$359K -$87K -1,824 -20%
MA
56
MUFG Americas
New York
$341K
TC
57
TAP Consulting
Missouri
$338K +$763 +16 +0.2%
FFN
58
Focus Financial Network
Minnesota
$330K +$29.4K +616 +10%
RPSA
59
Richard P. Slaughter Associates
Texas
$312K -$7.06K -148 -2%
OCG
60
Opus Capital Group
Ohio
$308K -$18.7K -392 -6%
CA
61
Cetera Advisors
Colorado
$302K +$6.1K +128 +2%
SC
62
Scotia Capital
Ontario, Canada
$301K +$191 +4 +0.1%
AIC
63
Ameritas Investment Company
Nebraska
$298K
Stifel Financial
64
Stifel Financial
Missouri
$296K -$32K -672 -10%
Fiera Capital (Canada)
65
Fiera Capital (Canada)
Quebec, Canada
$284K
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$283K
RJA
67
Raymond James & Associates
Florida
$279K +$572 +12 +0.2%
SPC
68
Sigma Planning Corp
Michigan
$277K -$1.14K -24 -0.4%
WCM
69
Windham Capital Management
Massachusetts
$253K
Baird Financial Group
70
Baird Financial Group
Wisconsin
$234K +$191 +4 +0.1%
CPIG
71
Chicago Partners Investment Group
Illinois
$230K +$763 +16 +0.3%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$225K
PCMC
73
Private Capital Management (Colorado)
Colorado
$224K
BS
74
Boenning & Scattergood
Pennsylvania
$212K +$208K +4,356 New
WWM
75
Windsor Wealth Management
Indiana
$208K +$202K +4,244 New