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iShares Morningstar US Equity ETF
ILCB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
101
Covington Capital Management
California
$26K – – –
AIC
102
Archer Investment Corporation
Indiana
$21.6K – – –
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$4.46K -108 -21%
CMA
104
Cedar Mountain Advisors
Oregon
$13K -$1.16K -28 -8%
LFG
105
LifePlan Financial Group
Ohio
$12K – – –
FP
106
Financial Perspectives
Minnesota
$11.1K +$165 +4 +2%
BC
107
Bartlett & Co
Ohio
$8K – – –
BCWM
108
Bartlett & Co Wealth Management
Ohio
$7.85K – – –
FWM
109
Focused Wealth Management
New York
$7K – – –
AA
110
Ancora Advisors
Ohio
$6K -$49.9K -1,208 -90%
APA
111
American Portfolios Advisors
New York
$5.76K +$5.45K +132 New
PO
112
Private Ocean
California
$5K -$61.6K -1,492 -92%
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
PP
114
PrairieView Partners
Minnesota
$2K – – –
APW
115
Aurora Private Wealth
New Jersey
– -$261K -7,116 Closed
NFG
116
Next Financial Group
Texas
– -$94K -2,572 Closed
WAP
117
Wealthcare Advisory Partners
Pennsylvania
– -$86K -2,340 Closed
PMFA
118
Plante Moran Financial Advisors
Michigan
– -$41K -1,128 Closed
CIAS
119
Capital Investment Advisory Services
North Carolina
– -$28K -760 Closed
AF
120
Allworth Financial
California
– -$24K -644 Closed
APWM
121
Atlas Private Wealth Management
New York
– -$8K -212 Closed
SF
122
Synovus Financial
Georgia
– -$6K -164 Closed
ASN
123
Advisory Services Network
Georgia
– -$2K -52 Closed
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