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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
76
Landaas & Company
Wisconsin
$411K +$1.35K +22 +0.4%
RPSA
77
Richard P. Slaughter Associates
Texas
$411K
Mariner
78
Mariner
Kansas
$394K +$369K +5,998 New
HTIM
79
Harbour Trust & Investment Management
Indiana
$385K +$360K +5,862 New
CA
80
Cetera Advisors
Colorado
$378K +$42.7K +695 +14%
WCM
81
Windham Capital Management
Massachusetts
$377K +$3.13K +51 +0.9%
Cerity Partners
82
Cerity Partners
New York
$375K +$351K +5,710 New
RJA
83
Raymond James & Associates
Florida
$370K +$2.09K +34 +0.6%
CIA
84
Cape Investment Advisory
Georgia
$346K
AAS
85
Asset Allocation Strategies
Michigan
$343K -$2.52K -41 -0.8%
CPIG
86
Chicago Partners Investment Group
Illinois
$324K
TA
87
TFB Advisors
Kansas
$305K +$285K +4,644 New
AAS
88
Ameritas Advisory Services
Nebraska
$302K -$118K -1,927 -30%
BCI
89
Brinker Capital Investments
Pennsylvania
$301K +$282K +4,585 New
OPS
90
Orion Portfolio Solutions
Nebraska
$301K +$282K +4,585 New
M&T Bank
91
M&T Bank
New York
$299K
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$296K +$553 +9 +0.2%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$296K
MCM
94
MidAtlantic Capital Management
Virginia
$292K +$273K +4,437 New
OCG
95
Opus Capital Group
Ohio
$283K +$10.2K +166 +4%
W
96
Wealthquest
Ohio
$277K -$95.2K -1,549 -27%
PWM
97
Perigon Wealth Management
California
$271K +$1.48K +24 +0.6%
IF
98
Intrua Financial
Texas
$263K +$2.15K +35 +0.9%
RJT
99
Raymond James Trust
Florida
$259K
KAS
100
Kestra Advisory Services
Texas
$250K +$233K +3,797 New