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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
101
Quantinno Capital Management
New York
$350K +$366K +3,892 New
SAW
102
Signal Advisors Wealth
Michigan
$335K -$2.54K -27 -0.7%
FA
103
Flagstar Advisors
New York
$333K -$43.1K -459 -11%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$329K +$10.9K +116 +3%
UCFA
105
United Capital Financial Advisors
Texas
$325K +$6.01K +64 +2%
AC
106
AlphaCore Capital
California
$317K
SPIA
107
Steward Partners Investment Advisory
New York
$315K -$24.9K -265 -7%
PFA
108
Pure Financial Advisors
California
$308K -$26.4K -281 -8%
LFS
109
Lutz Financial Services
Nebraska
$297K
CWM
110
Cornerstone Wealth Management
Missouri
$294K +$282 +3 +0.1%
BPA
111
Beacon Pointe Advisors
California
$291K +$3.29K +35 +1%
FWM
112
FMB Wealth Management
California
$286K
FF
113
Foundry Financial
California
$286K
DWM
114
Diversify Wealth Management
Utah
$283K +$271K +2,880 New
OAS
115
Optivise Advisory Services
Tennessee
$267K -$94 -1 -0%
WIA
116
World Investment Advisors
California
$258K
APW
117
Aurora Private Wealth
New Jersey
$255K -$260K -2,767 -51%
IFA
118
Index Fund Advisors
California
$252K
OCG
119
Opus Capital Group
Ohio
$245K -$49.2K -524 -16%
IWC
120
Integrated Wealth Concepts
Massachusetts
$242K -$37.1K -395 -13%
GVAG
121
Great Valley Advisor Group
Delaware
$237K +$564 +6 +0.2%
DC
122
Davenport & Co
Virginia
$236K
SC
123
Scotia Capital
Ontario, Canada
$234K
KFS
124
Keynote Financial Services
Connecticut
$228K +$239K +2,540 New
HWA
125
HCR Wealth Advisors
California
$228K