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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
76
Dana Investment Advisors
Wisconsin
$447K
RPSA
77
Richard P. Slaughter Associates
Texas
$444K -$20.2K -279 -5%
HTIM
78
Harbour Trust & Investment Management
Indiana
$441K
CIA
79
Choate Investment Advisors
Massachusetts
$431K
RJA
80
Raymond James & Associates
Florida
$430K +$6.58K +91 +2%
FFN
81
Focus Financial Network
Minnesota
$417K +$1.08K +15 +0.3%
DAS
82
Diversify Advisory Services
Utah
$404K -$30.4K -420 -7%
Cerity Partners
83
Cerity Partners
New York
$402K
SC
84
Scotia Capital
Ontario, Canada
$402K -$338K -4,673 -47%
CIA
85
Cape Investment Advisory
Georgia
$395K
LC
86
Landaas & Company
Wisconsin
$368K -$97.8K -1,353 -22%
CPIG
87
Chicago Partners Investment Group
Illinois
$362K
KAS
88
Kestra Advisory Services
Texas
$354K -$33.6K -465 -9%
M&T Bank
89
M&T Bank
New York
$342K
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$339K +$145 +2 +0%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$338K
FA
92
Flagstar Advisors
New York
$336K -$81K -1,120 -20%
MCM
93
MidAtlantic Capital Management
Virginia
$334K
OAS
94
Optivise Advisory Services
Tennessee
$326K +$314K +4,340 New
TA
95
TFB Advisors
Kansas
$314K
PWM
96
Perigon Wealth Management
California
$311K +$506 +7 +0.2%
IF
97
Intrua Financial
Texas
$308K +$6.22K +86 +2%
TSWM
98
Tyler-Stone Wealth Management
Ohio
$307K
Northern Trust
99
Northern Trust
Illinois
$304K +$293K +4,048 New
LFG
100
Larson Financial Group
Missouri
$302K +$291K +4,024 New