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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$64K -$7.96K -204 -10%
BlackRock
77
BlackRock
New York
$50K -$468 -12 -0.8%
BWM
78
BerganKDV Wealth Management
Minnesota
$44K
RFC
79
Regions Financial Corp
Alabama
$44K
LWM
80
Liberty Wealth Management
California
$39K +$43.4K +1,112 New
US Bancorp
81
US Bancorp
Minnesota
$31K -$73.2K -1,876 -69%
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$31K
GAM
83
Gemmer Asset Management
California
$31K +$468 +12 +1%
CIAS
84
Capital Investment Advisory Services
North Carolina
$27K +$29.6K +760 New
AIP
85
Ameritas Investment Partners
Nebraska
$18K
RCG
86
Ruggie Capital Group
Florida
$18K +$19.2K +492 New
DWM
87
Doyle Wealth Management
Florida
$16K +$17.5K +448 New
LFG
88
LifePlan Financial Group
Ohio
$10K
BCWM
89
Bartlett & Co Wealth Management
Ohio
$7.13K
BC
90
Bartlett & Co
Ohio
$7K
FWM
91
Focused Wealth Management
New York
$6K
LWANC
92
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K +$6.55K +168 New
PO
93
Private Ocean
California
$4K
WP
94
WealthShield Partners
North Carolina
$4K
TWA
95
TCI Wealth Advisors
Arizona
$3K
WPSG
96
Wealth & Pension Services Group
Georgia
-$770K -18,296 Closed
CF
97
Centaurus Financial
California
-$467K -12,000 Closed
SG Americas Securities
98
SG Americas Securities
New York
-$370K -8,800 Closed
AFP
99
Ausdal Financial Partners
Iowa
-$284K -6,756 Closed
Bessemer Group
100
Bessemer Group
New Jersey
-$219K -5,200 Closed