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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$283K +$30.1K +548 +12%
CPIG
77
Chicago Partners Investment Group
Illinois
$282K +$786K +14,296 +301%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$269K
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$267K +$7.7K +140 +3%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$246K
GWM
81
Geneos Wealth Management
Colorado
$245K +$668K +12,148 +270%
PCMC
82
Private Capital Management (Colorado)
Colorado
$241K -$15.4K -280 -6%
WWM
83
Windsor Wealth Management
Indiana
$238K
FAIM
84
Financial Advocates Investment Management
Washington
$236K +$660 +12 +0.3%
IF
85
Intrua Financial
Texas
$227K +$633K +11,524 +301%
ERWM
86
Elk River Wealth Management
Colorado
$220K -$56.5K -1,028 -21%
UCFA
87
United Capital Financial Advisors
Texas
$217K
APW
88
Aurora Private Wealth
New Jersey
$203K -$9.02K -164 -4%
NFG
89
Next Financial Group
Texas
$200K -$25.9K -472 -12%
SPIA
90
Steward Partners Investment Advisory
New York
$197K +$155K +2,828 +411%
BW
91
Bison Wealth
Georgia
$177K -$12.8K -232 -7%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$173K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$172K
HWA
94
HHM Wealth Advisors
Tennessee
$172K
BAM
95
Belpointe Asset Management
Nevada
$157K
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133K
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$131K +$129K +2,340 New
TI
98
Truehand Inc
New Hampshire
$123K -$29.7K -540 -20%
HIA
99
Harbor Investment Advisory
Maryland
$116K
EWM
100
Elmwood Wealth Management
California
$109K +$106K +1,936 New