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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
76
Strategic Blueprint
Georgia
$626K
DIA
77
Dana Investment Advisors
Wisconsin
$617K
IWM
78
IHT Wealth Management
Illinois
$604K -$89.1K -888 -13%
QCM
79
Quantinno Capital Management
New York
$600K +$191K +1,900 +49%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$595K -$461K -4,598 -44%
CIA
81
Choate Investment Advisors
Massachusetts
$595K
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$592K +$1K +10 +0.2%
IWC
83
Integrated Wealth Concepts
Massachusetts
$557K +$269K +2,677 +99%
CIA
84
Cape Investment Advisory
Georgia
$534K
MA
85
Mutual Advisors
Nebraska
$534K
HSG
86
Helen Stephens Group
Texas
$514K +$1.2K +12 +0.2%
HTIM
87
Harbour Trust & Investment Management
Indiana
$487K
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$484K +$201 +2 +0%
RPSA
89
Richard P. Slaughter Associates
Texas
$482K -$24.2K -241 -5%
AMG
90
Asset Management Group
Connecticut
$480K -$40K -399 -8%
M&T Bank
91
M&T Bank
New York
$472K
BA
92
Brightwater Advisory
Florida
$467K
LC
93
Landaas & Company
Wisconsin
$457K +$502 +5 +0.1%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$440K +$58K +578 +15%
FFN
95
Focus Financial Network
Minnesota
$438K -$30.9K -308 -7%
MCM
96
MidAtlantic Capital Management
Virginia
$435K +$100 +1 +0%
PWM
97
Perigon Wealth Management
California
$429K -$3.11K -31 -0.7%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$428K +$100 +1 +0%
LFG
99
Larson Financial Group
Missouri
$427K +$1K +10 +0.2%
SC
100
Savant Capital
Illinois
$426K -$155K -1,548 -27%