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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
Flagstar Advisors
New York
$355K -$13.4K -169 -4%
LFG
102
Larson Financial Group
Missouri
$350K +$950 +12 +0.3%
PFA
103
Portland Financial Advisors
New York
$341K
AAS
104
Asset Allocation Strategies
Michigan
$336K +$871 +11 +0.3%
SPIA
105
Steward Partners Investment Advisory
New York
$324K +$28.3K +357 +10%
OAS
106
Optivise Advisory Services
Tennessee
$315K -$4.83K -61 -2%
MCM
107
MidAtlantic Capital Management
Virginia
$315K -$18.8K -238 -6%
APW
108
Aurora Private Wealth
New Jersey
$314K -$4.28K -54 -1%
AC
109
AlphaCore Capital
California
$303K +$279K +3,528 New
DAS
110
Diversify Advisory Services
Utah
$290K -$237 -3 -0.1%
LFS
111
Lutz Financial Services
Nebraska
$288K
CWM
112
Cornerstone Wealth Management
Missouri
$281K
OCG
113
Opus Capital Group
Ohio
$279K
FWM
114
FMB Wealth Management
California
$273K
MA
115
Mutual Advisors
Nebraska
$260K
KWA
116
Kingswood Wealth Advisors
California
$245K
IFA
117
Index Fund Advisors
California
$240K
IWC
118
Integrated Wealth Concepts
Massachusetts
$238K
NCFG
119
New Century Financial Group
New Jersey
$231K +$79 +1 +0%
AWA
120
Arete Wealth Advisors
Illinois
$231K -$903K -11,403 -81%
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
$226K -$47.6K -601 -19%
DC
122
Davenport & Co
Virginia
$225K +$208K +2,624 New
GVAG
123
Great Valley Advisor Group
Delaware
$224K +$554 +7 +0.3%
SC
124
Scotia Capital
Ontario, Canada
$224K -$163K -2,054 -44%
HWA
125
HCR Wealth Advisors
California
$218K +$201K +2,536 New