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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCG
76
Opus Capital Group
Ohio
$289K -$11.1K -209 -4%
CD
77
Chapin Davis
Maryland
$288K +$290K +5,474 New
Cerity Partners
78
Cerity Partners
New York
$282K +$31.8K +600 +13%
CPIG
79
Chicago Partners Investment Group
Illinois
$276K
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$276K
WCM
81
Windham Capital Management
Massachusetts
$274K
CA
82
Cetera Advisors
Colorado
$263K -$4.24K -80 -2%
IAG
83
Ipsen Advisor Group
Arkansas
$261K +$263K +4,959 New
Baird Financial Group
84
Baird Financial Group
Wisconsin
$242K
PWM
85
Perigon Wealth Management
California
$240K +$241K +4,561 New
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$236K +$529 +10 +0.2%
WWM
87
Windsor Wealth Management
Indiana
$226K
MCC
88
Money Concepts Capital
Florida
$214K +$215K +4,057 New
IF
89
Intrua Financial
Texas
$211K +$209K +3,939 New
TSWM
90
Tyler-Stone Wealth Management
Ohio
$173K +$19.1K +360 +12%
HIA
91
Harbor Investment Advisory
Maryland
$163K
GWM
92
Geneos Wealth Management
Colorado
$162K +$582 +11 +0.4%
HI
93
Harbour Investments
Wisconsin
$136K +$53 +1 +0%
FMII
94
Farmers & Merchants Investments Inc
Nebraska
$109K
WT
95
Whittier Trust
California
$109K
HWA
96
HHM Wealth Advisors
Tennessee
$105K -$47.4K -895 -31%
AssetMark Inc
97
AssetMark Inc
California
$89.1K +$88.9K +1,679 +11,993%
MFC
98
Morris Financial Concepts
South Carolina
$79K
CSB
99
City State Bank
Iowa
$67K
BlackRock
100
BlackRock
New York
$64.4K