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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$253K +$275 +4 +0.1%
LFS
102
Lutz Financial Services
Nebraska
$243K
CWM
103
Cornerstone Wealth Management
Missouri
$242K
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$242K -$2.07K -30 -0.9%
W
105
Wealthquest
Ohio
$241K -$60.4K -877 -21%
OCG
106
Opus Capital Group
Ohio
$236K -$72K -1,046 -24%
FWM
107
FMB Wealth Management
California
$231K
GWM
108
Geneos Wealth Management
Colorado
$225K +$482 +7 +0.2%
HIA
109
Harbor Investment Advisory
Maryland
$224K
TC
110
TAP Consulting
Missouri
$218K +$207K +3,006 New
MA
111
Mutual Advisors
Nebraska
$213K +$202K +2,940 New
Stifel Financial
112
Stifel Financial
Missouri
$204K -$27.8K -403 -13%
IFA
113
Index Fund Advisors
California
$203K +$193K +2,800 New
FMII
114
Farmers & Merchants Investments Inc
Nebraska
$151K
HWA
115
HHM Wealth Advisors
Tennessee
$145K
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$134K -$2.41K -35 -2%
AWM
117
Avior Wealth Management
Nebraska
$126K +$120K +1,737 New
AT
118
Avalon Trust
New Mexico
$123K
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$107K +$102K +1,480 New
SPIA
120
Steward Partners Investment Advisory
New York
$106K +$87.7K +1,274 +689%
SNB
121
Security National Bank
Nebraska
$94.2K
CSB
122
City State Bank
Iowa
$92K
TFGT
123
TS Financial Group (TSFG)
Illinois
$80K +$207 +3 +0.3%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$77.5K +$29.5K +429 +67%
MG
125
Mather Group
Illinois
$76.4K +$80K +1,162 New