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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
101
Tyler-Stone Wealth Management
Ohio
$201K +$190K +3,284 New
HIA
102
Harbor Investment Advisory
Maryland
$189K
GWM
103
Geneos Wealth Management
Colorado
$188K +$132K +2,284 +286%
HI
104
Harbour Investments
Wisconsin
$157K +$58 +1 +0%
FMII
105
Farmers & Merchants Investments Inc
Nebraska
$127K
WT
106
Whittier Trust
California
$127K
HWA
107
HHM Wealth Advisors
Tennessee
$122K
PCMC
108
Private Capital Management (Colorado)
Colorado
$109K
AT
109
Avalon Trust
New Mexico
$103K +$97.8K +1,694 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$87.9K +$23.1K +400 +39%
CSB
111
City State Bank
Iowa
$77K
BWM
112
BerganKDV Wealth Management
Minnesota
$74.6K
RIA
113
Realta Investment Advisors
Delaware
$72.6K +$68.6K +1,189 New
TFGT
114
TS Financial Group (TSFG)
Illinois
$67K +$173 +3 +0.3%
WOSD
115
WFA of San Diego
California
$66K +$62.3K +1,080 New
MFC
116
Morris Financial Concepts
South Carolina
$59.1K
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.8K -$4.85K -84 -8%
PA
118
PSI Advisors
Florida
$54.1K +$115 +2 +0.2%
ADL
119
Asset Dedication LLC
California
$51K
IA
120
IFP Advisors
Florida
$46.5K
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$41.8K +$74.7K +1,295 +371%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$38.2K -$267K -4,620 -88%
FCA
123
FinTrust Capital Advisors
South Carolina
$36.8K
CMP
124
Coston McIsaac & Partners
Maine
$36K +$115 +2 +0.3%
CAL
125
Capital Analysts LLC
Pennsylvania
$31K