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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
126
Davenport & Co
Virginia
$248K
SC
127
Scotia Capital
Ontario, Canada
$246K
HWA
128
HCR Wealth Advisors
California
$239K
EAM
129
Evanson Asset Management
California
$236K
BSCCG
130
Blue Sky Capital Consultants Group
California
$235K
KWA
131
Kingswood Wealth Advisors
California
$231K
GWM
132
Geneos Wealth Management
Colorado
$229K +$656 +7 +0.3%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$222K
LOWM
134
Laurel Oak Wealth Management
New Jersey
$218K +$217K +2,312 New
AssetMark Inc
135
AssetMark Inc
California
$217K +$212K +2,261 +5,950%
EWM
136
Empirical Wealth Management
Washington
$212K
SRC
137
Sage Rhino Capital
California
$212K
IC
138
IEQ Capital
California
$200K +$199K +2,124 New
HIA
139
Harbor Investment Advisory
Maryland
$195K
HWA
140
HHM Wealth Advisors
Tennessee
$189K
HPWM
141
High Point Wealth Management
New Jersey
$189K +$187K +2,000 New
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$175K -$9.83K -105 -5%
BF
143
BOK Financial
Oklahoma
$162K
AF
144
Allworth Financial
California
$161K +$468 +5 +0.3%
BW
145
Basepoint Wealth
Iowa
$159K +$158K +1,684 New
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$141K
CSB
147
City State Bank
Iowa
$120K
SNB
148
Security National Bank
Nebraska
$109K
TC
149
Trust Company
Kansas
$107K +$106K +1,134 New
TFGT
150
TS Financial Group (TSFG)
Illinois
$105K