We are live on ! Find out more
ILCB icon

iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
76
Windham Capital Management
Massachusetts
$316K
CPIG
77
Chicago Partners Investment Group
Illinois
$298K -$842K -14,270 -75%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$292K
PA
79
PFG Advisors
Arizona
$289K -$26.2K -444 -9%
AIP
80
Almanack Investment Partners
Pennsylvania
$278K +$270K +4,574 New
RJA
81
Raymond James & Associates
Florida
$274K -$31K -526 -10%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$266K
WWM
83
Windsor Wealth Management
Indiana
$258K +$59 +1 +0%
GWM
84
Geneos Wealth Management
Colorado
$256K -$736K -12,480 -75%
IF
85
Intrua Financial
Texas
$242K -$678K -11,504 -75%
PCMC
86
Private Capital Management (Colorado)
Colorado
$241K -$20.2K -343 -8%
ERWM
87
Elk River Wealth Management
Colorado
$238K
UCFA
88
United Capital Financial Advisors
Texas
$235K
APW
89
Aurora Private Wealth
New Jersey
$220K +$826 +14 +0.4%
NFG
90
Next Financial Group
Texas
$211K -$5.72K -97 -3%
LFS
91
Lutz Financial Services
Nebraska
$201K +$195K +3,312 New
BW
92
Bison Wealth
Georgia
$191K -$413 -7 -0.2%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$188K +$177 +3 +0.1%
HWA
94
HHM Wealth Advisors
Tennessee
$180K -$5.9K -100 -3%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$172K -$502K -8,514 -75%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K
TI
97
Truehand Inc
New Hampshire
$134K
HIA
98
Harbor Investment Advisory
Maryland
$125K
EWM
99
Elmwood Wealth Management
California
$118K
IF
100
Ironwood Financial
Arizona
$98K