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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
Ballew Advisors
Mississippi
$36K
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$10.5K +256 +42%
CFGS
78
Concourse Financial Group Securities
Alabama
$30K +$29.4K +720 New
SPIA
79
Steward Partners Investment Advisory
New York
$29K
ECM
80
Exchange Capital Management
Michigan
$21K
AIP
81
Ameritas Investment Partners
Nebraska
$21K +$164 +4 +0.8%
WEC
82
Winslow Evans & Crocker
Massachusetts
$18K
PWAG
83
Polaris Wealth Advisory Group
California
$17K +$16.4K +400 New
NFG
84
Next Financial Group
Texas
$13K +$12.8K +312 New
LFG
85
LifePlan Financial Group
Ohio
$11K
BCWM
86
Bartlett & Co Wealth Management
Ohio
$8.46K
BC
87
Bartlett & Co
Ohio
$8K
MA
88
MUFG Americas
New York
$8K
FWM
89
Focused Wealth Management
New York
$7K
PO
90
Private Ocean
California
$5K +$164 +4 +3%
WP
91
WealthShield Partners
North Carolina
$4K -$13.7K -336 -77%
TWA
92
TCI Wealth Advisors
Arizona
$3K +$2.94K +72 New
Mariner
93
Mariner
Kansas
-$846K -22,000 Closed
FAAS
94
First Allied Advisory Services
California
-$563K -14,660 Closed
DT
95
Diversified Trust
Tennessee
-$295K -7,680 Closed
CCA
96
Clearwater Capital Advisors
Illinois
-$236K -6,144 Closed
APA
97
American Portfolios Advisors
New York
-$140K -3,644 Closed
BWA
98
Burt Wealth Advisors
Maryland
-$78K -2,036 Closed
B
99
Bridgeworth
Alabama
-$76K -1,984 Closed
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
-$57K -1,480 Closed