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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$318K
WCM
77
Windham Capital Management
Massachusetts
$315K
CPIG
78
Chicago Partners Investment Group
Illinois
$314K +$1.06K +17 +0.4%
GG
79
GenWealth Group
New Jersey
$308K -$75.2K -1,205 -19%
Stifel Financial
80
Stifel Financial
Missouri
$297K -$73.3K -1,175 -19%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$291K
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$279K +$93.6K +1,500 +48%
RJA
83
Raymond James & Associates
Florida
$275K +$749 +12 +0.3%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$264K
WWM
85
Windsor Wealth Management
Indiana
$261K
GWM
86
Geneos Wealth Management
Colorado
$256K +$437 +7 +0.2%
IF
87
Intrua Financial
Texas
$248K +$874 +14 +0.4%
APW
88
Aurora Private Wealth
New Jersey
$220K +$125 +2 +0.1%
NFG
89
Nations Financial Group
Iowa
$218K +$225K +3,600 New
UCFA
90
United Capital Financial Advisors
Texas
$216K -$20.2K -324 -8%
PCMC
91
Private Capital Management (Colorado)
Colorado
$214K -$27.5K -440 -11%
H
92
HoyleCohen
California
$214K +$220K +3,528 New
LFS
93
Lutz Financial Services
Nebraska
$202K +$749 +12 +0.4%
NFG
94
Next Financial Group
Texas
$198K -$12.8K -205 -6%
BW
95
Bison Wealth
Georgia
$191K
HWA
96
HHM Wealth Advisors
Tennessee
$176K -$4.06K -65 -2%
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K
TI
98
Truehand Inc
New Hampshire
$133K
FMII
99
Farmers & Merchants Investments Inc
Nebraska
$126K +$130K +2,080 New
HIA
100
Harbor Investment Advisory
Maryland
$125K