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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
Flagstar Advisors
New York
$333K +$977 +12 +0.3%
TA
102
TFB Advisors
Kansas
$321K -$3.01K -37 -0.9%
PWM
103
Perigon Wealth Management
California
$320K -$163 -2 -0%
LFG
104
Larson Financial Group
Missouri
$314K +$1.06K +13 +0.3%
PFA
105
Portland Financial Advisors
New York
$307K -$33.6K -413 -9%
AAS
106
Asset Allocation Strategies
Michigan
$302K +$977 +12 +0.3%
MCM
107
MidAtlantic Capital Management
Virginia
$302K
OAS
108
Optivise Advisory Services
Tennessee
$288K -$19.9K -244 -6%
APW
109
Aurora Private Wealth
New Jersey
$287K +$815 +10 +0.3%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$273K
SPIA
111
Steward Partners Investment Advisory
New York
$265K -$48.3K -593 -15%
LFS
112
Lutz Financial Services
Nebraska
$259K
CWM
113
Cornerstone Wealth Management
Missouri
$253K +$81 +1 +0%
OCG
114
Opus Capital Group
Ohio
$251K
DAS
115
Diversify Advisory Services
Utah
$250K -$98.7K -1,212 -27%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$250K +$16.2K +199 +7%
GWM
117
Geneos Wealth Management
Colorado
$248K +$570 +7 +0.2%
FWM
118
FMB Wealth Management
California
$246K
PA
119
PFG Advisors
Arizona
$241K -$382K -4,686 -60%
Financial Engines Advisors
120
Financial Engines Advisors
California
$241K +$254K +3,124 New
MA
121
Mutual Advisors
Nebraska
$224K
KWA
122
Kingswood Wealth Advisors
California
$220K -$49.9K -613 -18%
SIM
123
Synergy Investment Management
Florida
$220K
IFA
124
Index Fund Advisors
California
$216K
IWC
125
Integrated Wealth Concepts
Massachusetts
$214K +$226K +2,769 New