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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
151
Realta Investment Advisors
Delaware
$84.2K
CCMI
152
Creative Capital Management Investments
California
$75.5K
SL
153
Salomon & Ludwin
Virginia
$72.7K -$375 -4 -0.5%
William Blair & Company
154
William Blair & Company
Illinois
$71K +$70.4K +752 New
MS
155
Monetary Solutions
Ohio
$67.5K +$67.1K +716 New
CMP
156
Coston McIsaac & Partners
Maine
$58K +$187 +2 +0.3%
T
157
Tidemark
California
$57.4K
TSMHT
158
Thurston Springer Miller Herd & Titak
Indiana
$57K +$56.6K +604 New
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$49.1K
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.9K
CAL
161
Capital Analysts LLC
Pennsylvania
$46K +$187 +2 +0.4%
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$45.3K -$45K -480 -50%
OW
163
Olistico Wealth
Oklahoma
$45.3K +$45K +480 New
US Bancorp
164
US Bancorp
Minnesota
$43.5K
ACA
165
Aptus Capital Advisors
Alabama
$35.3K +$187 +2 +0.5%
FHA
166
Flagship Harbor Advisors
Massachusetts
$30.2K +$30K +320 New
CMA
167
Cedar Mountain Advisors
Oregon
$29.5K
AWM
168
AE Wealth Management
Kansas
$28.4K
MFC
169
Morris Financial Concepts
South Carolina
$28.3K
HI
170
Harbour Investments
Wisconsin
$26.4K -$188K -2,010 -88%
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$26K +$25.8K +275 New
FP
172
Financial Perspectives
Minnesota
$25.9K +$94 +1 +0.4%
FFA
173
Farther Finance Advisors
California
$22.8K
WIM
174
Westside Investment Management
California
$21.5K +$94 +1 +0.4%
IAIM
175
International Assets Investment Management
Florida
$17.7K +$17.6K +188 New