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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
76
Dana Investment Advisors
Wisconsin
$431K -$201K -2,912 -33%
HTIM
77
Harbour Trust & Investment Management
Indiana
$425K
CIA
78
Choate Investment Advisors
Massachusetts
$416K +$395K +5,739 New
DAS
79
Diversify Advisory Services
Utah
$411K +$392K +5,687 New
RJA
80
Raymond James & Associates
Florida
$408K +$758 +11 +0.2%
FA
81
Flagstar Advisors
New York
$405K -$195K -2,837 -34%
BCI
82
Brinker Capital Investments
Pennsylvania
$391K +$55.5K +806 +18%
OPS
83
Orion Portfolio Solutions
Nebraska
$391K +$55.5K +806 +18%
Cerity Partners
84
Cerity Partners
New York
$388K -$24.7K -358 -6%
CIA
85
Cape Investment Advisory
Georgia
$381K
KAS
86
Kestra Advisory Services
Texas
$375K +$94.6K +1,374 +36%
FFN
87
Focus Financial Network
Minnesota
$373K -$695K -10,095 -65%
CPIG
88
Chicago Partners Investment Group
Illinois
$337K
M&T Bank
89
M&T Bank
New York
$330K
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$327K +$207 +3 +0.1%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$326K
MCM
92
MidAtlantic Capital Management
Virginia
$322K
AAS
93
Asset Allocation Strategies
Michigan
$309K -$65.6K -952 -18%
PWM
94
Perigon Wealth Management
California
$300K +$551 +8 +0.2%
TSWM
95
Tyler-Stone Wealth Management
Ohio
$296K +$55.1K +800 +24%
IF
96
Intrua Financial
Texas
$291K +$826 +12 +0.3%
TA
97
TFB Advisors
Kansas
$290K -$31.8K -461 -10%
RJT
98
Raymond James Trust
Florida
$286K
APW
99
Aurora Private Wealth
New Jersey
$266K -$3.93K -57 -2%
H
100
HoyleCohen
California
$256K