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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
Flagstar Advisors
New York
$393K +$1.12K +12 +0.3%
LFG
102
Larson Financial Group
Missouri
$387K -$281 -3 -0.1%
BRWA
103
B. Riley Wealth Advisors
Florida
$387K +$65.7K +702 +21%
PFA
104
Portland Financial Advisors
New York
$375K
AAS
105
Asset Allocation Strategies
Michigan
$372K +$1.22K +13 +0.3%
SPIA
106
Steward Partners Investment Advisory
New York
$356K -$6.74K -72 -2%
SAW
107
Signal Advisors Wealth
Michigan
$355K +$352K +3,760 New
PFA
108
Pure Financial Advisors
California
$350K
MCM
109
MidAtlantic Capital Management
Virginia
$346K
Jones Financial Companies
110
Jones Financial Companies
Missouri
$344K +$171K +1,831 +101%
UCFA
111
United Capital Financial Advisors
Texas
$335K +$333K +3,552 New
AC
112
AlphaCore Capital
California
$333K
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$332K -$692K -7,394 -68%
LFS
114
Lutz Financial Services
Nebraska
$312K
CWM
115
Cornerstone Wealth Management
Missouri
$309K
DAS
116
Diversify Advisory Services
Utah
$308K -$1.31K -14 -0.4%
OCG
117
Opus Capital Group
Ohio
$307K
BPA
118
Beacon Pointe Advisors
California
$302K +$656 +7 +0.2%
FWM
119
FMB Wealth Management
California
$301K
FF
120
Foundry Financial
California
$301K +$299K +3,188 New
IWC
121
Integrated Wealth Concepts
Massachusetts
$291K +$36.6K +391 +14%
OAS
122
Optivise Advisory Services
Tennessee
$280K +$10.1K +108 +4%
WIA
123
World Investment Advisors
California
$270K +$268K +2,866 New
IFA
124
Index Fund Advisors
California
$264K
GVAG
125
Great Valley Advisor Group
Delaware
$248K +$749 +8 +0.3%