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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
101
Raymond James Trust
Florida
$296K
AAS
102
Asset Allocation Strategies
Michigan
$291K -$27.6K -381 -9%
APW
103
Aurora Private Wealth
New Jersey
$278K +$651 +9 +0.2%
H
104
HoyleCohen
California
$265K
HI
105
Harbour Investments
Wisconsin
$263K +$289 +4 +0.1%
LFS
106
Lutz Financial Services
Nebraska
$252K
CWM
107
Cornerstone Wealth Management
Missouri
$251K +$72 +1 +0%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$247K -$3.11K -43 -1%
OCG
109
Opus Capital Group
Ohio
$244K
FWM
110
FMB Wealth Management
California
$240K
W
111
Wealthquest
Ohio
$238K -$11.7K -162 -5%
VFPW
112
Vantage Financial Partners (Wisconsin)
Wisconsin
$238K -$382K -5,281 -63%
GWM
113
Geneos Wealth Management
Colorado
$234K +$434 +6 +0.2%
MA
114
Mutual Advisors
Nebraska
$221K
IFA
115
Index Fund Advisors
California
$210K
NCFG
116
New Century Financial Group
New Jersey
$202K +$195K +2,691 New
TRCT
117
Tower Research Capital (TRC)
New York
$177K +$160K +2,208 +1,566%
SPIA
118
Steward Partners Investment Advisory
New York
$168K +$55.9K +773 +53%
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$156K
HIA
120
Harbor Investment Advisory
Maryland
$155K -$74.1K -1,024 -33%
HWA
121
HHM Wealth Advisors
Tennessee
$150K
ATPW
122
Ashton Thomas Private Wealth
Arizona
$138K +$133K +1,840 New
AT
123
Avalon Trust
New Mexico
$127K
AWM
124
Avior Wealth Management
Nebraska
$116K -$13.7K -189 -11%
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$114K