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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
76
Wealthquest
Ohio
$363K -$381K -6,597 -53%
Cerity Partners
77
Cerity Partners
New York
$349K
WCM
78
Windham Capital Management
Massachusetts
$347K
AAS
79
Ameritas Advisory Services
Nebraska
$343K +$42.9K +744 +15%
RJA
80
Raymond James & Associates
Florida
$342K +$635 +11 +0.2%
SOS
81
Silver Oak Securities
Tennessee
$340K +$321K +5,559 New
AAS
82
Asset Allocation Strategies
Michigan
$321K +$303K +5,256 New
CIA
83
Cape Investment Advisory
Georgia
$321K
OCG
84
Opus Capital Group
Ohio
$316K -$18.9K -327 -6%
CA
85
Cetera Advisors
Colorado
$309K +$7.62K +132 +3%
TA
86
TFB Advisors
Kansas
$304K +$288K +4,985 New
CPIG
87
Chicago Partners Investment Group
Illinois
$299K
Baird Financial Group
88
Baird Financial Group
Wisconsin
$275K
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$275K +$173 +3 +0.1%
TRCT
90
Tower Research Capital (TRC)
New York
$259K -$213K -3,693 -47%
WWM
91
Windsor Wealth Management
Indiana
$259K
PWM
92
Perigon Wealth Management
California
$251K +$462 +8 +0.2%
IF
93
Intrua Financial
Texas
$242K +$693 +12 +0.3%
NW
94
NewEdge Wealth
Pennsylvania
$239K +$226K +3,919 New
H
95
HoyleCohen
California
$215K +$204K +3,528 New
APW
96
Aurora Private Wealth
New Jersey
$214K +$202K +3,502 New
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$208K +$197K +3,410 New
Stifel Financial
98
Stifel Financial
Missouri
$207K +$196K +3,391 New
LFS
99
Lutz Financial Services
Nebraska
$205K +$194K +3,356 New
CWM
100
Cornerstone Wealth Management
Missouri
$204K +$193K +3,339 New