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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$358K +$305 +4 +0.1%
MCM
102
MidAtlantic Capital Management
Virginia
$352K
OAS
103
Optivise Advisory Services
Tennessee
$346K +$1.68K +22 +0.5%
FA
104
Flagstar Advisors
New York
$340K -$14.2K -186 -4%
TA
105
TFB Advisors
Kansas
$331K
PWM
106
Perigon Wealth Management
California
$328K -$153 -2 -0%
LFG
107
Larson Financial Group
Missouri
$320K +$1.07K +14 +0.3%
RJT
108
Raymond James Trust
Florida
$312K
AAS
109
Asset Allocation Strategies
Michigan
$308K +$535 +7 +0.2%
Northern Trust
110
Northern Trust
Illinois
$302K -$17.6K -231 -6%
APW
111
Aurora Private Wealth
New Jersey
$294K +$840 +11 +0.3%
SPIA
112
Steward Partners Investment Advisory
New York
$292K +$111K +1,453 +65%
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$280K +$269K +3,528 New
LFS
114
Lutz Financial Services
Nebraska
$266K
NA
115
NewEdge Advisors
Louisiana
$265K +$255K +3,345 New
CWM
116
Cornerstone Wealth Management
Missouri
$265K
OCG
117
Opus Capital Group
Ohio
$258K
FWM
118
FMB Wealth Management
California
$253K
GWM
119
Geneos Wealth Management
Colorado
$248K +$611 +8 +0.3%
MA
120
Mutual Advisors
Nebraska
$235K
IFA
121
Index Fund Advisors
California
$222K
NCFG
122
New Century Financial Group
New Jersey
$213K +$76 +1 +0%
W
123
Wealthquest
Ohio
$213K -$35.2K -461 -15%
SI
124
Seeds Investor
New York
$204K +$196K +2,569 New
HWA
125
HCR Wealth Advisors
California
$201K +$194K +2,536 New