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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
76
Windham Capital Management
Massachusetts
$321K +$27.1K +492 +9%
RJA
77
Raymond James & Associates
Florida
$315K -$19.8K -360 -6%
OCG
78
Opus Capital Group
Ohio
$310K +$275 +5 +0.1%
CIA
79
Cape Investment Advisory
Georgia
$296K +$289K +5,255 New
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$296K
AAS
81
Ameritas Advisory Services
Nebraska
$279K -$133K -2,419 -33%
CA
82
Cetera Advisors
Colorado
$277K -$3.74K -68 -1%
CPIG
83
Chicago Partners Investment Group
Illinois
$274K
Baird Financial Group
84
Baird Financial Group
Wisconsin
$254K -$5.5K -100 -2%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$254K +$220 +4 +0.1%
WWM
86
Windsor Wealth Management
Indiana
$239K
FTUS
87
Flow Traders U.S.
New York
$233K +$227K +4,124 New
PWM
88
Perigon Wealth Management
California
$231K -$25.6K -465 -10%
IF
89
Intrua Financial
Texas
$224K +$825 +15 +0.4%
HIA
90
Harbor Investment Advisory
Maryland
$174K
HI
91
Harbour Investments
Wisconsin
$145K
IA
92
IFP Advisors
Florida
$119K +$32.8K +597 +364%
FMII
93
Farmers & Merchants Investments Inc
Nebraska
$117K
WT
94
Whittier Trust
California
$117K
HWA
95
HHM Wealth Advisors
Tennessee
$113K
PCMC
96
Private Capital Management (Colorado)
Colorado
$100K +$97.7K +1,776 New
CSB
97
City State Bank
Iowa
$72K
BWM
98
BerganKDV Wealth Management
Minnesota
$68.9K
ASN
99
Advisory Services Network
Georgia
$66.6K
TFGT
100
TS Financial Group (TSFG)
Illinois
$62K +$275 +5 +0.5%