We are live on ! Find out more
ILCB icon

iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
126
Evanson Asset Management
California
$225K
BSCCG
127
Blue Sky Capital Consultants Group
California
$223K
KWA
128
Kingswood Wealth Advisors
California
$220K
SAFS
129
S&A Financial Services
Kansas
$219K +$229K +2,435 New
GWM
130
Geneos Wealth Management
Colorado
$219K +$564 +6 +0.2%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$211K
LOWM
132
Laurel Oak Wealth Management
New Jersey
$205K -$2.54K -27 -1%
EWM
133
Empirical Wealth Management
Washington
$202K
SRC
134
Sage Rhino Capital
California
$202K
HIA
135
Harbor Investment Advisory
Maryland
$185K
HWA
136
HHM Wealth Advisors
Tennessee
$180K
HPWM
137
High Point Wealth Management
New Jersey
$180K
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$167K
ATPW
139
Ashton Thomas Private Wealth
Arizona
$165K +$173K +1,840 New
TRCT
140
Tower Research Capital (TRC)
New York
$158K +$165K +1,754 New
BF
141
BOK Financial
Oklahoma
$154K
AF
142
Allworth Financial
California
$153K +$376 +4 +0.2%
BW
143
Basepoint Wealth
Iowa
$152K +$470 +5 +0.3%
William Blair & Company
144
William Blair & Company
Illinois
$137K +$72.9K +776 +103%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$134K
Vanguard Advisers Inc
146
Vanguard Advisers Inc
Pennsylvania
$129K +$135K +1,433 New
SIM
147
Synergy Investment Management
Florida
$129K +$135K +1,433 New
CSB
148
City State Bank
Iowa
$114K
TC
149
Trust Company
Kansas
$102K
SNB
150
Security National Bank
Nebraska
$94.5K -$9.96K -106 -9%