We are live on ! Find out more
ILCB icon

iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
76
Wealthquest
Ohio
$339K -$11.5K -188 -3%
WCM
77
Windham Capital Management
Massachusetts
$335K
RJA
78
Raymond James & Associates
Florida
$329K
Comerica Bank
79
Comerica Bank
Texas
$319K +$332K +5,419 New
CIA
80
Cape Investment Advisory
Georgia
$309K
AAS
81
Asset Allocation Strategies
Michigan
$309K -$307 -5 -0.1%
CA
82
Cetera Advisors
Colorado
$297K
CPIG
83
Chicago Partners Investment Group
Illinois
$279K
M&T Bank
84
M&T Bank
New York
$268K +$279K +4,550 New
Baird Financial Group
85
Baird Financial Group
Wisconsin
$265K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$265K
WWM
87
Windsor Wealth Management
Indiana
$250K
OCG
88
Opus Capital Group
Ohio
$243K -$63.6K -1,037 -20%
PWM
89
Perigon Wealth Management
California
$242K
IF
90
Intrua Financial
Texas
$234K
RJT
91
Raymond James Trust
Florida
$232K +$242K +3,943 New
FTUS
92
Flow Traders U.S.
New York
$221K +$230K +3,753 New
GM
93
GeoWealth Management
Illinois
$214K +$223K +3,640 New
SIA
94
Strategic Investment Advisors
Michigan
$212K +$221K +3,598 New
H
95
HoyleCohen
California
$208K
HI
96
Harbour Investments
Wisconsin
$202K +$51.8K +845 +33%
APW
97
Aurora Private Wealth
New Jersey
$201K -$5.52K -90 -3%
TSWM
98
Tyler-Stone Wealth Management
Ohio
$193K
HIA
99
Harbor Investment Advisory
Maryland
$182K
GWM
100
Geneos Wealth Management
Colorado
$182K -$61 -1 -0%