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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
76
Weaver Consulting Group
California
$80K +$75.3K +1,960 New
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$73K +$461 +12 +0.7%
BlackRock
78
BlackRock
New York
$56K
RFC
79
Regions Financial Corp
Alabama
$50K
BWM
80
BerganKDV Wealth Management
Minnesota
$49K
LWM
81
Liberty Wealth Management
California
$44K
TFGT
82
TS Financial Group (TSFG)
Illinois
$42K +$40.7K +1,060 New
RIA
83
Realta Investment Advisors
Delaware
$36K +$34.3K +892 New
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$35K
GAM
85
Gemmer Asset Management
California
$35K +$154 +4 +0.5%
CIAS
86
Capital Investment Advisory Services
North Carolina
$30K
AF
87
Allworth Financial
California
$26K +$24.7K +644 New
CCM
88
Covington Capital Management
California
$24K +$23K +600 New
AIP
89
Ameritas Investment Partners
Nebraska
$20K
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$17K +$16.6K +432 New
NFG
91
Next Financial Group
Texas
$13K -$198K -5,148 -94%
NFH
92
NEXT Financial Holdings
Texas
$13K +$12.1K +316 New
US Bancorp
93
US Bancorp
Minnesota
$11K -$22.3K -580 -68%
LFG
94
LifePlan Financial Group
Ohio
$11K
BCWM
95
Bartlett & Co Wealth Management
Ohio
$8K
BC
96
Bartlett & Co
Ohio
$8K
LWANC
97
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K
FWM
98
Focused Wealth Management
New York
$6K
PO
99
Private Ocean
California
$5K
TWA
100
TCI Wealth Advisors
Arizona
$3K