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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Savant Capital
Illinois
$612K -$540K -5,770 -47%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$596K
GS
78
GTS Securities
Florida
$590K +$585K +6,252 New
CD
79
Chapin Davis
Maryland
$584K +$94 +1 +0%
DIA
80
Dana Investment Advisors
Wisconsin
$561K
BA
81
Brightwater Advisory
Florida
$550K -$11.8K -126 -2%
CIA
82
Choate Investment Advisors
Massachusetts
$542K
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$537K -$84K -897 -14%
SIA
84
Soltis Investment Advisors
Utah
$519K +$281 +3 +0.1%
APW
85
Aurora Private Wealth
New Jersey
$511K +$513K +5,474 New
CIA
86
Cape Investment Advisory
Georgia
$487K +$483K +5,155 New
MA
87
Mutual Advisors
Nebraska
$486K
RPSA
88
Richard P. Slaughter Associates
Texas
$472K
FFN
89
Focus Financial Network
Minnesota
$467K +$1.5K +16 +0.3%
HSG
90
Helen Stephens Group
Texas
$466K +$1.5K +16 +0.3%
CPIG
91
Chicago Partners Investment Group
Illinois
$460K
HTIM
92
Harbour Trust & Investment Management
Indiana
$444K
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$441K +$187 +2 +0%
AQR Capital Management
94
AQR Capital Management
Connecticut
$430K +$123K +1,312 +40%
M&T Bank
95
M&T Bank
New York
$429K
TA
96
TFB Advisors
Kansas
$419K +$1.31K +14 +0.3%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$418K +$381K +4,073 +1,131%
LC
98
Landaas & Company
Wisconsin
$415K +$749 +8 +0.2%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$413K
PWM
100
Perigon Wealth Management
California
$393K +$749 +8 +0.2%