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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
126
Davenport & Co
Virginia
$272K
KFS
127
Keynote Financial Services
Connecticut
$263K
HWA
128
HCR Wealth Advisors
California
$263K
SAW
129
Signal Advisors Wealth
Michigan
$261K -$122K -1,211 -32%
SC
130
Scotia Capital
Ontario, Canada
$260K -$9.84K -98 -4%
EF
131
Evanson Financial
Virginia
$259K +$251K +2,500 New
BSCCG
132
Blue Sky Capital Consultants Group
California
$258K
KWA
133
Kingswood Wealth Advisors
California
$254K
GWM
134
Geneos Wealth Management
Colorado
$253K +$502 +5 +0.2%
LOWM
135
Laurel Oak Wealth Management
New Jersey
$244K +$6.62K +66 +3%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$244K
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$243K +$208K +2,070 +753%
EWM
138
Empirical Wealth Management
Washington
$233K
SRC
139
Sage Rhino Capital
California
$233K
WANY
140
Wealthspire Advisors (New York)
New York
$230K +$223K +2,220 New
W
141
Wealthquest
Ohio
$225K +$218K +2,171 New
IC
142
IEQ Capital
California
$220K +$213K +2,124 New
NP
143
NorthRock Partners
Minnesota
$219K +$212K +2,109 New
HIA
144
Harbor Investment Advisory
Maryland
$214K
PA
145
PFG Advisors
Arizona
$211K +$205K +2,039 New
APW
146
Aurora Private Wealth
New Jersey
$210K -$68.9K -686 -25%
HWA
147
HHM Wealth Advisors
Tennessee
$207K
HPWM
148
High Point Wealth Management
New Jersey
$207K
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$206K +$200K +1,988 New
ATPW
150
Ashton Thomas Private Wealth
Arizona
$191K