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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Ameritas Advisory Services
Nebraska
$590K +$429K +4,825 +310%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$584K +$131K +1,472 +30%
CD
78
Chapin Davis
Maryland
$572K -$35.5K -399 -6%
BA
79
Brightwater Advisory
Florida
$551K -$82.8K -931 -14%
DIA
80
Dana Investment Advisors
Wisconsin
$550K
CIA
81
Choate Investment Advisors
Massachusetts
$530K
SIA
82
Soltis Investment Advisors
Utah
$508K +$489K +5,494 New
MA
83
Mutual Advisors
Nebraska
$480K +$196K +2,208 +75%
RPSA
84
Richard P. Slaughter Associates
Texas
$462K -$4.89K -55 -1%
CPIG
85
Chicago Partners Investment Group
Illinois
$460K
FFN
86
Focus Financial Network
Minnesota
$456K +$1.16K +13 +0.3%
HSG
87
Helen Stephens Group
Texas
$455K +$1.25K +14 +0.3%
HTIM
88
Harbour Trust & Investment Management
Indiana
$434K
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$431K +$178 +2 +0%
M&T Bank
90
M&T Bank
New York
$421K -$182K -2,045 -31%
TA
91
TFB Advisors
Kansas
$407K +$24K +270 +6%
LC
92
Landaas & Company
Wisconsin
$405K +$623 +7 +0.2%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$405K -$2.58K -29 -0.7%
PWM
94
Perigon Wealth Management
California
$384K +$623 +7 +0.2%
FA
95
Flagstar Advisors
New York
$384K +$889 +10 +0.2%
LFG
96
Larson Financial Group
Missouri
$379K +$2.49K +28 +0.7%
PFA
97
Portland Financial Advisors
New York
$367K
AAS
98
Asset Allocation Strategies
Michigan
$363K +$978 +11 +0.3%
SPIA
99
Steward Partners Investment Advisory
New York
$355K +$5.6K +63 +2%
PFA
100
Pure Financial Advisors
California
$343K +$330K +3,714 New