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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$111K -$10.2K -200 -9%
IF
102
Ironwood Financial
Arizona
$87K
BlackRock
103
BlackRock
New York
$80K +$6.14K +120 +9%
BWM
104
BerganKDV Wealth Management
Minnesota
$66K
LWM
105
Liberty Wealth Management
California
$59K
TFGT
106
TS Financial Group (TSFG)
Illinois
$57K
APA
107
American Portfolios Advisors
New York
$54.9K +$45K +880 +667%
SPIA
108
Steward Partners Investment Advisory
New York
$37K
CCM
109
Covington Capital Management
California
$33K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$32K +$205 +4 +0.7%
AIC
111
Archer Investment Corporation
Indiana
$26.9K
CQS
112
Credential Qtrade Securities
$25.9K +$24.6K +480 New
IA
113
Inspire Advisors
Idaho
$24K +$23.1K +452 New
FBT
114
First Bank & Trust
South Dakota
$22K
CWAF
115
Core Wealth Advisors (Florida)
Florida
$17K
CMA
116
Cedar Mountain Advisors
Oregon
$16K
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$16K
FP
118
Financial Perspectives
Minnesota
$13.9K
BC
119
Bartlett & Co
Ohio
$10K
IAIM
120
International Assets Investment Management
Florida
$10K +$9.62K +188 New
BCWM
121
Bartlett & Co Wealth Management
Ohio
$9.76K
AA
122
Ancora Advisors
Ohio
$7K
ASN
123
Advisory Services Network
Georgia
$3K
LWANC
124
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
PP
125
PrairieView Partners
Minnesota
$2K