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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFC
76
Regions Financial Corp
Alabama
$48K
BlackRock
77
BlackRock
New York
$42K +$6.57K +164 +18%
BWA
78
Burt Wealth Advisors
Maryland
$40K -$41K -1,024 -49%
BA
79
Ballew Advisors
Mississippi
$36K +$37.3K +932 New
ECM
80
Exchange Capital Management
Michigan
$33K -$4.81K -120 -12%
GAM
81
Gemmer Asset Management
California
$33K
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$33K
AIP
83
Ameritas Investment Partners
Nebraska
$18K
WP
84
WealthShield Partners
North Carolina
$17K
US Bancorp
85
US Bancorp
Minnesota
$17K +$3.69K +92 +26%
WEC
86
Winslow Evans & Crocker
Massachusetts
$15.3K
PWAG
87
Polaris Wealth Advisory Group
California
$15K +$16K +400 New
LFG
88
LifePlan Financial Group
Ohio
$10K +$10.9K +272 New
SEI Investments
89
SEI Investments
Pennsylvania
$9K -$62.3K -1,556 -86%
BC
90
Bartlett & Co
Ohio
$8K
MA
91
MUFG Americas
New York
$8K +$7.85K +196 New
BCWM
92
Bartlett & Co Wealth Management
Ohio
$7.67K +$8.01K +200 New
FWM
93
Focused Wealth Management
New York
$6K
JCM
94
Jacobi Capital Management
Pennsylvania
$5K +$481 +12 +10%
PO
95
Private Ocean
California
$4K +$4.81K +120 New
SB
96
Suntrust Banks
Georgia
-$3.05M -76,748 Closed
CA
97
Cetera Advisors
Colorado
-$2.31M -57,784 Closed
LFAS
98
Level Four Advisory Services
Texas
-$1.22M -30,740 Closed
AFNAS
99
American Financial Network Advisory Services
California
-$1.13M -28,376 Closed
Goldman Sachs
100
Goldman Sachs
New York
-$405K -10,188 Closed