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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
76
Pacific Sun Financial
California
$643K
Baird Financial Group
77
Baird Financial Group
Wisconsin
$638K +$67.6K +828 +12%
VFPW
78
Vantage Financial Partners (Wisconsin)
Wisconsin
$638K +$84.6K +1,037 +15%
SA
79
Sanctuary Advisors
Indiana
$638K +$326 +4 +0.1%
PA
80
PFG Advisors
Arizona
$634K -$68.9K -844 -10%
AMG
81
Asset Management Group
Connecticut
$631K +$1.79K +22 +0.3%
CD
82
Chapin Davis
Maryland
$625K
AAS
83
Ameritas Advisory Services
Nebraska
$612K -$974K -11,931 -61%
NW
84
NewEdge Wealth
Pennsylvania
$602K -$29K -355 -5%
RTL
85
Red Tortoise LLC
Georgia
$594K
IWM
86
IHT Wealth Management
Illinois
$584K -$91.2K -1,118 -13%
CMAI
87
Capital Management Associates Inc
Minnesota
$543K +$21.6K +265 +4%
SOS
88
Silver Oak Securities
Tennessee
$542K -$715K -8,758 -57%
GLA
89
Good Life Advisors
Pennsylvania
$530K -$533K -6,526 -50%
DIA
90
Dana Investment Advisors
Wisconsin
$483K
CIA
91
Choate Investment Advisors
Massachusetts
$466K
FFN
92
Focus Financial Network
Minnesota
$443K +$1.47K +18 +0.3%
HTIM
93
Harbour Trust & Investment Management
Indiana
$422K -$27.1K -332 -6%
CIA
94
Cape Investment Advisory
Georgia
$418K
RPSA
95
Richard P. Slaughter Associates
Texas
$410K
Cerity Partners
96
Cerity Partners
New York
$407K +$5.47K +67 +1%
LC
97
Landaas & Company
Wisconsin
$399K +$653 +8 +0.2%
HSG
98
Helen Stephens Group
Texas
$396K -$530K -6,499 -57%
CPIG
99
Chicago Partners Investment Group
Illinois
$394K
SC
100
Scotia Capital
Ontario, Canada
$378K