We are live on ! Find out more
ILCB icon

iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NW
76
NewEdge Wealth
Pennsylvania
$565K -$7.82K -96 -1%
RTL
77
Red Tortoise LLC
Georgia
$565K
IWM
78
IHT Wealth Management
Illinois
$543K -$14K -172 -2%
BA
79
Brightwater Advisory
Florida
$532K +$561K +6,888 New
Jane Street
80
Jane Street
New York
$514K +$236K +2,893 +77%
CD
81
Chapin Davis
Maryland
$509K -$106K -1,299 -16%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$507K -$191K -2,347 -26%
GLA
83
Good Life Advisors
Pennsylvania
$505K +$326 +4 +0.1%
DIA
84
Dana Investment Advisors
Wisconsin
$460K
CIA
85
Choate Investment Advisors
Massachusetts
$443K
Stifel Financial
86
Stifel Financial
Missouri
$438K -$337K -4,139 -42%
CIA
87
Cape Investment Advisory
Georgia
$398K
Cerity Partners
88
Cerity Partners
New York
$398K +$10.7K +131 +3%
RPSA
89
Richard P. Slaughter Associates
Texas
$391K
SOS
90
Silver Oak Securities
Tennessee
$386K -$132K -1,618 -24%
FFN
91
Focus Financial Network
Minnesota
$379K -$45K -552 -10%
HSG
92
Helen Stephens Group
Texas
$378K +$1.22K +15 +0.3%
CPIG
93
Chicago Partners Investment Group
Illinois
$375K
Baird Financial Group
94
Baird Financial Group
Wisconsin
$374K -$246K -3,017 -38%
HTIM
95
Harbour Trust & Investment Management
Indiana
$363K -$40.7K -500 -10%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$360K +$11.7K +144 +3%
SC
97
Scotia Capital
Ontario, Canada
$360K
M&T Bank
98
M&T Bank
New York
$352K
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$345K +$364K +4,465 New
LC
100
Landaas & Company
Wisconsin
$342K -$39.4K -484 -10%