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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BerganKDV Wealth Management
Minnesota
$64.3K
Corient Private Wealth
102
Corient Private Wealth
Florida
$62.6K +$5.47M +103,274 New
RIA
103
Realta Investment Advisors
Delaware
$62.5K +$106 +2 +0.2%
ASN
104
Advisory Services Network
Georgia
$62.1K +$62.5K +1,180 New
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.3K
TFGT
106
TS Financial Group (TSFG)
Illinois
$57K +$265 +5 +0.5%
WOSD
107
WFA of San Diego
California
$56.9K +$57.2K +1,080 New
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$54.6K +$53 +1 +0.1%
PA
109
PSI Advisors
Florida
$46.3K +$212 +4 +0.5%
ADL
110
Asset Dedication LLC
California
$44K
LTI
111
Laffer Tengler Investments
Tennessee
$39.2K +$39.4K +744 New
HBW
112
Hazlett, Burt & Watson
West Virginia
$37K
FCA
113
FinTrust Capital Advisors
South Carolina
$36.8K
CMP
114
Coston McIsaac & Partners
Maine
$31K -$24.7K -466 -44%
CAL
115
Capital Analysts LLC
Pennsylvania
$31K
PIMG
116
Patriot Investment Management Group
Tennessee
$29.1K +$27.5K +520 New
BAM
117
Belpointe Asset Management
Nevada
$26.7K +$26.9K +508 New
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$26.7K +$16.3K +307 +154%
IA
119
IFP Advisors
Florida
$26K +$53 +1 +0.6%
VF
120
VitalStone Financial
Texas
$25K +$24.9K +470 New
SPIA
121
Steward Partners Investment Advisory
New York
$21.7K
CMA
122
Cedar Mountain Advisors
Oregon
$18.2K
AIC
123
Archer Investment Corporation
Indiana
$16.6K
FP
124
Financial Perspectives
Minnesota
$13.9K +$106 +2 +0.8%
BCWM
125
Bartlett & Co Wealth Management
Ohio
$9.47K