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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
76
Ameritas Investment Company
Nebraska
$222K +$130K +2,976 +162%
IF
77
Ironwood Financial
Arizona
$221K -$8.24K -188 -4%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$221K
Schroder Investment Management Group
79
Schroder Investment Management Group
United Kingdom
$217K
TRCT
80
Tower Research Capital (TRC)
New York
$215K +$66.1K +1,508 +48%
APW
81
Aurora Private Wealth
New Jersey
$206K +$196K +4,460 New
DL
82
DOHJ LLC
Washington
$200K +$190K +4,340 New
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$190K -$12.3K -280 -6%
NFG
84
Next Financial Group
Texas
$178K -$11.9K -272 -7%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$172K
BW
86
Bison Wealth
Georgia
$168K +$160K +3,652 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$147K +$78.9K +1,800 +130%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K
GWM
89
Geneos Wealth Management
Colorado
$105K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$104K +$63.1K +1,440 +175%
FHA
91
Flagship Harbor Advisors
Massachusetts
$103K
APWM
92
Atlas Private Wealth Management
New York
$102K +$96.8K +2,208 New
HIA
93
Harbor Investment Advisory
Maryland
$95K +$90.5K +2,064 New
WCG
94
Weaver Consulting Group
California
$82K
PO
95
Private Ocean
California
$75K
RIA
96
Realta Investment Advisors
Delaware
$75K
BlackRock
97
BlackRock
New York
$64K -$351 -8 -0.6%
BWM
98
BerganKDV Wealth Management
Minnesota
$56K
PMFA
99
Plante Moran Financial Advisors
Michigan
$52K
LWM
100
Liberty Wealth Management
California
$51K