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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$246K +$247K +3,032 New
MA
127
Mutual Advisors
Nebraska
$241K
SIM
128
Synergy Investment Management
Florida
$231K +$232K +2,846 New
IFA
129
Index Fund Advisors
California
$227K
BSCCG
130
Blue Sky Capital Consultants Group
California
$222K +$223K +2,734 New
NCFG
131
New Century Financial Group
New Jersey
$221K +$82 +1 +0%
W
132
Wealthquest
Ohio
$213K -$6.94K -85 -3%
SI
133
Seeds Investor
New York
$209K
HWA
134
HCR Wealth Advisors
California
$206K
EAM
135
Evanson Asset Management
California
$203K +$204K +2,500 New
HIS
136
Harvest Investment Services
Illinois
$201K +$202K +2,471 New
HI
137
Harbour Investments
Wisconsin
$195K +$82 +1 +0%
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$169K
HIA
139
Harbor Investment Advisory
Maryland
$168K
HWA
140
HHM Wealth Advisors
Tennessee
$162K
TRCT
141
Tower Research Capital (TRC)
New York
$138K -$19.7K -241 -12%
AWM
142
Avior Wealth Management
Nebraska
$126K
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$121K
TIM
144
Tortoise Investment Management
New York
$109K
SNB
145
Security National Bank
Nebraska
$106K
CSB
146
City State Bank
Iowa
$103K
TFGT
147
TS Financial Group (TSFG)
Illinois
$90K
TSMHT
148
Thurston Springer Miller Herd & Titak
Indiana
$85.1K
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$81.7K
MG
150
Mather Group
Illinois
$80.6K