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iShares Morningstar US Equity ETF
ILCB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
126
Core Wealth Advisors (Florida)
Florida
$19K – – –
FP
127
Financial Perspectives
Minnesota
$16.4K +$62 +1 +0.4%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
APA
129
American Portfolios Advisors
New York
$12.6K – – –
DHGWA
130
Dixon Hughes Goodman Wealth Advisors
North Carolina
$12K – – –
BCWM
131
Bartlett & Co Wealth Management
Ohio
$11.3K +$11.1K +180 New
BC
132
Bartlett & Co
Ohio
$11K +$11.1K +180 New
AF
133
Advisornet Financial
Minnesota
$10K – – –
AW
134
Avion Wealth
Texas
$10K – – –
AA
135
Ancora Advisors
Ohio
$9K – – –
LWANC
136
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
PP
137
PrairieView Partners
Minnesota
$2K – – –
SFS
138
Sowell Financial Services
Arkansas
– -$1.65M -24,841 Closed
GM
139
GeoWealth Management
Illinois
– -$1.43M -21,583 Closed
NFG
140
Nations Financial Group
Iowa
– -$272K -4,100 Closed
PWM
141
Perigon Wealth Management
California
– -$210K -3,163 Closed
PCMC
142
Private Capital Management (Colorado)
Colorado
– -$208K -3,137 Closed
KA
143
Kovack Advisors
Florida
– -$207K -3,124 Closed
CAM
144
Cubic Asset Management
Massachusetts
– -$207K -3,120 Closed
TC
145
TAP Consulting
Missouri
– -$200K -3,015 Closed
EWM
146
Elmwood Wealth Management
California
– -$129K -1,936 Closed
MFT
147
Moisand Fitzgerald Tamayo
Florida
– -$13K -200 Closed
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