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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$362K -$13.9K -224 -4%
SPC
77
Sigma Planning Corp
Michigan
$359K +$62 +1 +0%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$330K
WCM
79
Windham Capital Management
Massachusetts
$327K
FFN
80
Focus Financial Network
Minnesota
$320K -$335K -5,413 -52%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$289K -$12.3K -199 -4%
RJA
82
Raymond James & Associates
Florida
$286K +$681 +11 +0.2%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$282K -$7.68K -124 -3%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$267K +$263K +4,251 New
WWM
85
Windsor Wealth Management
Indiana
$263K
CPIG
86
Chicago Partners Investment Group
Illinois
$260K +$929 +15 +0.3%
MCC
87
Money Concepts Capital
Florida
$252K +$245K +3,962 +8,254%
IF
88
Intrua Financial
Texas
$244K +$743 +12 +0.3%
APW
89
Aurora Private Wealth
New Jersey
$230K +$681 +11 +0.3%
KWM
90
Kaydan Wealth Management
Michigan
$225K -$86.9K -1,404 -28%
UCFA
91
United Capital Financial Advisors
Texas
$223K
H
92
HoyleCohen
California
$222K
GG
93
GenWealth Group
New Jersey
$221K
Stifel Financial
94
Stifel Financial
Missouri
$210K -$92.7K -1,498 -31%
LFS
95
Lutz Financial Services
Nebraska
$210K +$619 +10 +0.3%
GWM
96
Geneos Wealth Management
Colorado
$203K -$58.5K -945 -23%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$202K
ASN
98
Advisory Services Network
Georgia
$201K +$619 +10 +0.3%
HIA
99
Harbor Investment Advisory
Maryland
$194K +$63.4K +1,024 +50%
TSWM
100
Tyler-Stone Wealth Management
Ohio
$184K