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iShares Morningstar US Equity ETF
ILCB

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
101
Miracle Mile Advisors
California
$422K +$409K +4,073 New
SOS
102
Silver Oak Securities
Tennessee
$415K -$12.1K -121 -3%
PFA
103
Portland Financial Advisors
New York
$412K – – –
AAS
104
Asset Allocation Strategies
Michigan
$411K +$903 +9 +0.2%
FA
105
Flagstar Advisors
New York
$384K -$502 -5 -0.1%
UCFA
106
United Capital Financial Advisors
Texas
$375K – – –
KCP
107
Kera Capital Partners
California
$371K +$359K +3,578 New
AC
108
AlphaCore Capital
California
$366K – – –
SPIA
109
Steward Partners Investment Advisory
New York
$364K – – –
PFA
110
Pure Financial Advisors
California
$353K -$2.51K -25 -0.7%
MWM
111
Mission Wealth Management
California
$351K +$340K +3,384 New
LFS
112
Lutz Financial Services
Nebraska
$343K – – –
CWM
113
Cornerstone Wealth Management
Missouri
$339K – – –
BPA
114
Beacon Pointe Advisors
California
$336K +$602 +6 +0.2%
FWM
115
FMB Wealth Management
California
$330K – – –
FF
116
Foundry Financial
California
$330K – – –
XT
117
XTX Topco
Cayman Islands
$310K +$301K +2,994 New
OAS
118
Optivise Advisory Services
Tennessee
$301K -$6.62K -66 -2%
DWM
119
Diversify Wealth Management
Utah
$295K – – –
DAS
120
Diversify Advisory Services
Utah
$295K +$289K +2,880 New
IFA
121
Index Fund Advisors
California
$290K – – –
WIA
122
World Investment Advisors
California
$288K – – –
OCG
123
Opus Capital Group
Ohio
$283K – – –
BCI
124
Brinker Capital Investments
Pennsylvania
$277K -$754K -7,508 -74%
GVAG
125
Great Valley Advisor Group
Delaware
$273K +$602 +6 +0.2%
3 4
5
6 7