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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$217K +$195K +4,716 New
Baird Financial Group
77
Baird Financial Group
Wisconsin
$209K +$198K +4,800 New
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$202K -$17.8K -432 -9%
PCMC
79
Private Capital Management (Colorado)
Colorado
$200K +$190K +4,588 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$172K
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$169K -$34.7K -840 -18%
IA
82
IFP Advisors
Florida
$168K -$79.8K -1,932 -33%
BW
83
Bison Wealth
Georgia
$157K -$2.15K -52 -1%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$135K +$165 +4 +0.1%
HWA
85
HHM Wealth Advisors
Tennessee
$134K
TI
86
Truehand Inc
New Hampshire
$120K +$113K +2,740 New
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K
GWM
88
Geneos Wealth Management
Colorado
$97K
HIA
89
Harbor Investment Advisory
Maryland
$90K
WCG
90
Weaver Consulting Group
California
$86K
KPW
91
Kore Private Wealth
New York
$78K -$54K -1,308 -42%
FHA
92
Flagship Harbor Advisors
Massachusetts
$71K
IF
93
Ironwood Financial
Arizona
$70K
PIMG
94
Patriot Investment Management Group
Tennessee
$62K +$58.7K +1,420 New
BlackRock
95
BlackRock
New York
$59K
BWM
96
BerganKDV Wealth Management
Minnesota
$53K
LWM
97
Liberty Wealth Management
California
$49K
TFGT
98
TS Financial Group (TSFG)
Illinois
$46K +$165 +4 +0.4%
SPIA
99
Steward Partners Investment Advisory
New York
$30K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$26K -$9.92K -240 -29%