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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
76
Weaver Consulting Group
California
$81K
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$76K +$654 +16 +0.9%
RIA
78
Realta Investment Advisors
Delaware
$70K +$31.9K +780 +87%
BlackRock
79
BlackRock
New York
$62K +$3.43K +84 +6%
BWM
80
BerganKDV Wealth Management
Minnesota
$50K
CAL
81
Capital Advisors Ltd
Ohio
$48K +$47.2K +1,156 New
PMFA
82
Plante Moran Financial Advisors
Michigan
$47K +$46.1K +1,128 New
LWM
83
Liberty Wealth Management
California
$46K
TFGT
84
TS Financial Group (TSFG)
Illinois
$43K -$1.14K -28 -3%
GAM
85
Gemmer Asset Management
California
$37K +$327 +8 +0.9%
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$36K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$34K -$140K -3,420 -80%
CIAS
88
Capital Investment Advisory Services
North Carolina
$32K
SPIA
89
Steward Partners Investment Advisory
New York
$28K +$28.1K +688 New
AF
90
Allworth Financial
California
$27K
CCM
91
Covington Capital Management
California
$25K
AIP
92
Ameritas Investment Partners
Nebraska
$21K +$327 +8 +2%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$18K
JFA
94
JNBA Financial Advisors
Minnesota
$18K +$18K +440 New
DWM
95
Doyle Wealth Management
Florida
$18K +$18.3K +448 New
LFG
96
LifePlan Financial Group
Ohio
$11K
BCWM
97
Bartlett & Co Wealth Management
Ohio
$8.26K
BC
98
Bartlett & Co
Ohio
$8K
FWM
99
Focused Wealth Management
New York
$7K
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K