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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
101
Ironwood Financial
Arizona
$98K
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$82K +$81K +1,297 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$79K +$62 +1 +0.1%
BlackRock
104
BlackRock
New York
$77K +$2.87K +46 +4%
BWM
105
BerganKDV Wealth Management
Minnesota
$74K
LWM
106
Liberty Wealth Management
California
$67K
TFGT
107
TS Financial Group (TSFG)
Illinois
$65K +$250 +4 +0.4%
PA
108
PSI Advisors
Florida
$52K +$53.8K +862 New
ADL
109
Asset Dedication LLC
California
$51K
FCA
110
FinTrust Capital Advisors
South Carolina
$42K
SPIA
111
Steward Partners Investment Advisory
New York
$40K -$2.19K -35 -5%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$40K +$10.9K +174 +36%
CCM
113
Covington Capital Management
California
$36K
CQS
114
Credential Qtrade Securities
$29.1K
FBT
115
First Bank & Trust
South Dakota
$24K
AIC
116
Archer Investment Corporation
Indiana
$19.2K +$19.7K +316 New
CWAF
117
Core Wealth Advisors (Florida)
Florida
$19K
CMA
118
Cedar Mountain Advisors
Oregon
$18K
FP
119
Financial Perspectives
Minnesota
$15.7K +$62 +1 +0.4%
APA
120
American Portfolios Advisors
New York
$12.1K
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$6.24K -100 -33%
MFT
122
Moisand Fitzgerald Tamayo
Florida
$12K
BC
123
Bartlett & Co
Ohio
$11K
BCWM
124
Bartlett & Co Wealth Management
Ohio
$10.9K
AW
125
Avion Wealth
Texas
$10K +$9.99K +160 New