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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$212K +$89 +1 +0%
EWM
127
Empirical Wealth Management
Washington
$208K +$200K +2,250 New
SRC
128
Sage Rhino Capital
California
$208K +$200K +2,248 New
HIA
129
Harbor Investment Advisory
Maryland
$191K
HWA
130
HHM Wealth Advisors
Tennessee
$185K
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$181K
Jones Financial Companies
132
Jones Financial Companies
Missouri
$166K -$5.42K -61 -3%
BF
133
BOK Financial
Oklahoma
$159K
AF
134
Allworth Financial
California
$157K +$24K +270 +19%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$138K +$133K +1,493 New
TIM
136
Tortoise Investment Management
New York
$124K
CSB
137
City State Bank
Iowa
$117K
SNB
138
Security National Bank
Nebraska
$107K
TFGT
139
TS Financial Group (TSFG)
Illinois
$102K
ASN
140
Advisory Services Network
Georgia
$95.7K +$92.1K +1,036 New
MG
141
Mather Group
Illinois
$91.8K +$88.3K +993 New
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$88.7K -$46.2K -520 -35%
RIA
143
Realta Investment Advisors
Delaware
$82.4K
CCMI
144
Creative Capital Management Investments
California
$73.9K
SL
145
Salomon & Ludwin
Virginia
$71.3K -$2.13K -24 -3%
CPG
146
Cornerstone Planning Group
New Jersey
$56.6K +$53.5K +601 New
T
147
Tidemark
California
$56.2K
CMP
148
Coston McIsaac & Partners
Maine
$56K +$89 +1 +0.2%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$48.1K
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.9K