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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMAI
76
Capital Management Associates Inc
Minnesota
$619K -$569K -7,187 -50%
SB
77
Strategic Blueprint
Georgia
$604K -$45.9K -580 -8%
IWM
78
IHT Wealth Management
Illinois
$604K +$1.27K +16 +0.2%
BA
79
Brightwater Advisory
Florida
$591K
M&T Bank
80
M&T Bank
New York
$566K +$162K +2,045 +45%
CD
81
Chapin Davis
Maryland
$565K
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$564K +$1.19K +15 +0.2%
GLA
83
Good Life Advisors
Pennsylvania
$561K +$237 +3 +0%
DIA
84
Dana Investment Advisors
Wisconsin
$510K
Stifel Financial
85
Stifel Financial
Missouri
$502K +$14.2K +180 +3%
CIA
86
Choate Investment Advisors
Massachusetts
$492K
CIA
87
Cape Investment Advisory
Georgia
$442K
RPSA
88
Richard P. Slaughter Associates
Texas
$434K
CPIG
89
Chicago Partners Investment Group
Illinois
$424K
FFN
90
Focus Financial Network
Minnesota
$422K +$1.19K +15 +0.3%
HSG
91
Helen Stephens Group
Texas
$421K +$1.11K +14 +0.3%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$416K
HTIM
93
Harbour Trust & Investment Management
Indiana
$403K
EFA
94
Edge Financial Advisors
Illinois
$402K +$372K +4,693 New
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$400K +$158 +2 +0%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$378K +$301K +3,801 +626%
LC
97
Landaas & Company
Wisconsin
$376K -$4.2K -53 -1%
SOS
98
Silver Oak Securities
Tennessee
$370K -$56.5K -714 -14%
TA
99
TFB Advisors
Kansas
$357K +$712 +9 +0.2%
PWM
100
Perigon Wealth Management
California
$356K +$554 +7 +0.2%