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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
151
Mather Group
Illinois
$89.2K +$93.3K +993 New
ASN
152
Advisory Services Network
Georgia
$89K +$93K +990 New
AWM
153
AE Wealth Management
Kansas
$87.3K +$63K +670 +223%
RIA
154
Realta Investment Advisors
Delaware
$80.2K
CCMI
155
Creative Capital Management Investments
California
$71.9K
SL
156
Salomon & Ludwin
Virginia
$69.3K
MS
157
Monetary Solutions
Ohio
$64.4K +$94 +1 +0.1%
CMP
158
Coston McIsaac & Partners
Maine
$53K -$1.88K -20 -3%
T
159
Tidemark
California
$49.2K -$5.73K -61 -10%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.6K
OW
161
Olistico Wealth
Oklahoma
$43.1K
US Bancorp
162
US Bancorp
Minnesota
$41.4K
CAL
163
Capital Analysts LLC
Pennsylvania
$40K -$4.42K -47 -10%
ACA
164
Aptus Capital Advisors
Alabama
$33.6K
Russell Investments Group
165
Russell Investments Group
United Kingdom
$32.4K -$383K -4,073 -92%
CMA
166
Cedar Mountain Advisors
Oregon
$28.1K
MFC
167
Morris Financial Concepts
South Carolina
$27K
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$24.7K
FP
169
Financial Perspectives
Minnesota
$24.7K +$94 +1 +0.4%
FFA
170
Farther Finance Advisors
California
$21.9K
WIM
171
Westside Investment Management
California
$20.5K +$94 +1 +0.4%
KFI
172
Key Financial Inc
Pennsylvania
$20.5K +$21.4K +228 New
BCWM
173
Bartlett & Co Wealth Management
Ohio
$17.9K
IAIM
174
International Assets Investment Management
Florida
$17K
MCM
175
MAI Capital Management
Ohio
$15.6K