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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$252K
CA
77
Cetera Advisors
Colorado
$250K +$4.77K +87 +2%
Cerity Partners
78
Cerity Partners
New York
$235K
Baird Financial Group
79
Baird Financial Group
Wisconsin
$227K
RJA
80
Raymond James & Associates
Florida
$226K +$1.04K +19 +0.4%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$221K
WWM
82
Windsor Wealth Management
Indiana
$213K
HIA
83
Harbor Investment Advisory
Maryland
$153K
GWM
84
Geneos Wealth Management
Colorado
$151K -$10.4K -189 -6%
TSWM
85
Tyler-Stone Wealth Management
Ohio
$144K
HWA
86
HHM Wealth Advisors
Tennessee
$143K
HI
87
Harbour Investments
Wisconsin
$134K
FMII
88
Farmers & Merchants Investments Inc
Nebraska
$103K
WT
89
Whittier Trust
California
$103K
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$75K +$83.6K +1,524 New
MFC
91
Morris Financial Concepts
South Carolina
$74K
CSB
92
City State Bank
Iowa
$63K
BWM
93
BerganKDV Wealth Management
Minnesota
$60K
BlackRock
94
BlackRock
New York
$60K
RIA
95
Realta Investment Advisors
Delaware
$59K +$65K +1,185 New
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.5K
TFGT
97
TS Financial Group (TSFG)
Illinois
$54K +$274 +5 +0.5%
CMP
98
Coston McIsaac & Partners
Maine
$52K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$52K +$110 +2 +0.2%
PA
100
PSI Advisors
Florida
$43K +$219 +4 +0.5%