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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
MidAtlantic Capital Management
Virginia
$339K
AC
102
AlphaCore Capital
California
$326K
BRWA
103
B. Riley Wealth Advisors
Florida
$314K +$302K +3,397 New
DAS
104
Diversify Advisory Services
Utah
$306K -$2.22K -25 -0.8%
LFS
105
Lutz Financial Services
Nebraska
$306K -$4.45K -50 -1%
CWM
106
Cornerstone Wealth Management
Missouri
$302K
OCG
107
Opus Capital Group
Ohio
$301K
AQR Capital Management
108
AQR Capital Management
Connecticut
$300K +$289K +3,244 New
BPA
109
Beacon Pointe Advisors
California
$295K +$284K +3,191 New
FWM
110
FMB Wealth Management
California
$295K
OAS
111
Optivise Advisory Services
Tennessee
$264K -$72.2K -812 -22%
IFA
112
Index Fund Advisors
California
$259K
IWC
113
Integrated Wealth Concepts
Massachusetts
$249K -$6.4K -72 -3%
NCFG
114
New Century Financial Group
New Jersey
$249K +$89 +1 +0%
DC
115
Davenport & Co
Virginia
$243K
GVAG
116
Great Valley Advisor Group
Delaware
$242K +$711 +8 +0.3%
SC
117
Scotia Capital
Ontario, Canada
$241K
HWA
118
HCR Wealth Advisors
California
$235K
EAM
119
Evanson Asset Management
California
$231K
BSCCG
120
Blue Sky Capital Consultants Group
California
$230K
KWA
121
Kingswood Wealth Advisors
California
$226K -$35.6K -400 -14%
GWM
122
Geneos Wealth Management
Colorado
$224K +$623 +7 +0.3%
SAM
123
Silvercrest Asset Management
New York
$218K
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$217K
CW
125
CreativeOne Wealth
Kansas
$216K +$208K +2,335 New