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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
$262K +$819 +16 +0.3%
IA
77
IFG Advisory
Georgia
$261K -$845K -16,520 -77%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$260K -$205 -4 -0.1%
GWM
79
Geneos Wealth Management
Colorado
$252K +$113K +2,208 +96%
BS
80
Boenning & Scattergood
Pennsylvania
$251K +$14.3K +280 +6%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$250K
PCMC
82
Private Capital Management (Colorado)
Colorado
$248K
RJA
83
Raymond James & Associates
Florida
$244K -$63K -1,232 -22%
WWM
84
Windsor Wealth Management
Indiana
$230K
FAIM
85
Financial Advocates Investment Management
Washington
$228K +$614 +12 +0.3%
NFG
86
Next Financial Group
Texas
$219K +$44.2K +864 +27%
WOSD
87
WFA of San Diego
California
$216K +$75.3K +1,472 New
LSPW
88
Lake Street Private Wealth
Illinois
$211K +$200K +3,900 New
UCFA
89
United Capital Financial Advisors
Texas
$210K +$198K +3,876 New
IF
90
Intrua Financial
Texas
$207K +$196K +3,828 New
APW
91
Aurora Private Wealth
New Jersey
$205K +$193K +3,776 New
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$189K
BW
93
Bison Wealth
Georgia
$183K +$614 +12 +0.4%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$172K
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$167K +$205 +4 +0.1%
HWA
96
HHM Wealth Advisors
Tennessee
$166K
BAM
97
Belpointe Asset Management
Nevada
$152K +$144K +2,808 New
TI
98
Truehand Inc
New Hampshire
$149K
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$129K
HIA
100
Harbor Investment Advisory
Maryland
$112K