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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
101
TS Financial Group (TSFG)
Illinois
$48K +$175 +4 +0.4%
GAM
102
Gemmer Asset Management
California
$42K +$175 +4 +0.4%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$40K
CIAS
104
Capital Investment Advisory Services
North Carolina
$35K
US Bancorp
105
US Bancorp
Minnesota
$35K +$11.4K +260 +52%
SPIA
106
Steward Partners Investment Advisory
New York
$31K
AF
107
Allworth Financial
California
$30K
PA
108
PSI Advisors
Florida
$29K +$28.1K +640 New
CCM
109
Covington Capital Management
California
$28K
AIC
110
Archer Investment Corporation
Indiana
$23K +$21.7K +496 New
AF
111
Affiance Financial
Minnesota
$20K +$19.3K +440 New
CMA
112
Cedar Mountain Advisors
Oregon
$15K +$14.6K +332 New
LFG
113
LifePlan Financial Group
Ohio
$13K
FP
114
Financial Perspectives
Minnesota
$11.6K +$11K +252 New
BCWM
115
Bartlett & Co Wealth Management
Ohio
$8.3K -$877 -20 -10%
FWM
116
Focused Wealth Management
New York
$7K
JFA
117
JNBA Financial Advisors
Minnesota
$5K -$14.6K -332 -75%
AA
118
Advisory Alpha
Michigan
$3.68K +$3.33K +76 New
TWA
119
TCI Wealth Advisors
Arizona
$3K
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K -$5.26K -120 -71%
ASN
121
Advisory Services Network
Georgia
$2K +$2.28K +52 New
Axa
122
Axa
France
-$41.3M -983,016 Closed
TA
123
Tiedemann Advisors
New York
-$994K -23,668 Closed
GIM
124
Goelzer Investment Management
Indiana
-$303K -7,208 Closed
IWC
125
Integrated Wealth Concepts
Massachusetts
-$225K -5,360 Closed