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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
HHM Wealth Advisors
Tennessee
$182K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$178K
FMII
103
Farmers & Merchants Investments Inc
Nebraska
$131K
WT
104
Whittier Trust
California
$131K
MFC
105
Morris Financial Concepts
South Carolina
$94K -$3.1K -50 -3%
BlackRock
106
BlackRock
New York
$80K
CSB
107
City State Bank
Iowa
$80K
BWM
108
BerganKDV Wealth Management
Minnesota
$77K
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.2K
TFGT
110
TS Financial Group (TSFG)
Illinois
$68K +$186 +3 +0.3%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$65K -$16.3K -263 -20%
PA
112
PSI Advisors
Florida
$55K +$186 +3 +0.3%
ADL
113
Asset Dedication LLC
California
$53K
FCA
114
FinTrust Capital Advisors
South Carolina
$44K
HBW
115
Hazlett, Burt & Watson
West Virginia
$44K +$43.3K +700 New
SPIA
116
Steward Partners Investment Advisory
New York
$41K
CCM
117
Covington Capital Management
California
$38K
CQS
118
Credential Qtrade Securities
$30.1K
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$29K +$1.79K +29 +7%
FBT
120
First Bank & Trust
South Dakota
$25K
IA
121
IFP Advisors
Florida
$25K +$10.1K +163 New
T
122
TCWP
Ohio
$25K +$24.8K +400 New
SCA
123
Sandy Cove Advisors
Massachusetts
$20K +$19.5K +315 New
AIC
124
Archer Investment Corporation
Indiana
$19.3K
CMA
125
Cedar Mountain Advisors
Oregon
$19K