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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$379K +$194 +3 +0.1%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$348K
WCM
78
Windham Capital Management
Massachusetts
$345K
KWM
79
Kaydan Wealth Management
Michigan
$331K +$322K +4,980 New
Stifel Financial
80
Stifel Financial
Missouri
$321K -$3.88K -60 -1%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$319K
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$306K +$517 +8 +0.2%
RJA
83
Raymond James & Associates
Florida
$302K +$840 +13 +0.3%
CPIG
84
Chicago Partners Investment Group
Illinois
$294K +$1.1K +17 +0.4%
WWM
85
Windsor Wealth Management
Indiana
$283K
GWM
86
Geneos Wealth Management
Colorado
$277K +$582 +9 +0.2%
NFG
87
Nations Financial Group
Iowa
$272K +$32.3K +500 +14%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$266K
IF
89
Intrua Financial
Texas
$257K +$905 +14 +0.4%
APW
90
Aurora Private Wealth
New Jersey
$243K +$1.62K +25 +0.7%
UCFA
91
United Capital Financial Advisors
Texas
$236K
H
92
HoyleCohen
California
$234K
GG
93
GenWealth Group
New Jersey
$233K -$101K -1,562 -31%
LFS
94
Lutz Financial Services
Nebraska
$222K +$776 +12 +0.4%
NFG
95
Next Financial Group
Texas
$217K +$194 +3 +0.1%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$213K +$207K +3,208 New
ASN
97
Advisory Services Network
Georgia
$212K -$175K -2,700 -46%
PWM
98
Perigon Wealth Management
California
$210K +$204K +3,163 New
PCMC
99
Private Capital Management (Colorado)
Colorado
$208K -$25.1K -388 -11%
CAM
100
Cubic Asset Management
Massachusetts
$207K +$202K +3,120 New