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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
126
Evanson Asset Management
California
$214K +$198K +2,500 New
BSCCG
127
Blue Sky Capital Consultants Group
California
$213K -$19.6K -247 -9%
GWM
128
Geneos Wealth Management
Colorado
$207K -$62.8K -793 -25%
SAM
129
Silvercrest Asset Management
New York
$203K +$187K +2,364 New
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$202K +$186K +2,350 New
HI
131
Harbour Investments
Wisconsin
$196K -$9.34K -118 -5%
HIA
132
Harbor Investment Advisory
Maryland
$177K
HWA
133
HHM Wealth Advisors
Tennessee
$172K
FMII
134
Farmers & Merchants Investments Inc
Nebraska
$168K -$9.58K -121 -6%
TSMHT
135
Thurston Springer Miller Herd & Titak
Indiana
$161K +$30.2K +381 +25%
Jones Financial Companies
136
Jones Financial Companies
Missouri
$160K +$56.6K +715 +62%
BF
137
BOK Financial
Oklahoma
$147K +$136K +1,718 New
AssetMark Inc
138
AssetMark Inc
California
$146K -$1.3M -16,382 -91%
AAS
139
Ameritas Advisory Services
Nebraska
$133K -$474K -5,984 -79%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$127K
AF
141
Allworth Financial
California
$122K +$113K +1,426 New
TIM
142
Tortoise Investment Management
New York
$115K
CSB
143
City State Bank
Iowa
$109K
SNB
144
Security National Bank
Nebraska
$99.3K
TFGT
145
TS Financial Group (TSFG)
Illinois
$95K
RIA
146
Realta Investment Advisors
Delaware
$76.5K
CCMI
147
Creative Capital Management Investments
California
$68.6K
SL
148
Salomon & Ludwin
Virginia
$68.2K
T
149
Tidemark
California
$52.2K
CMP
150
Coston McIsaac & Partners
Maine
$52K +$158 +2 +0.3%