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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
176
Bartlett & Co Wealth Management
Ohio
$17K
MCM
177
MAI Capital Management
Ohio
$16.4K +$8.8K +94 +118%
AA
178
Ancora Advisors
Ohio
$12.8K
CFD
179
Creative Financial Designs
Indiana
$7.74K
LWANC
180
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.53K +$4.5K +48 New
Kovitz Investment Group Partners
181
Kovitz Investment Group Partners
Illinois
-$1.12M -12,165 Closed
AAS
182
Ameritas Advisory Services
Nebraska
-$590K -6,380 Closed
NCFG
183
New Century Financial Group
New Jersey
-$249K -2,695 Closed
SAM
184
Silvercrest Asset Management
New York
-$218K -2,364 Closed
CW
185
CreativeOne Wealth
Kansas
-$216K -2,335 Closed
TIM
186
Tortoise Investment Management
New York
-$124K -1,340 Closed
ASN
187
Advisory Services Network
Georgia
-$95.7K -1,036 Closed
MG
188
Mather Group
Illinois
-$91.8K -993 Closed
CPG
189
Cornerstone Planning Group
New Jersey
-$56.6K -601 Closed
PS
190
Principal Securities
Iowa
-$36.9K -399 Closed
AIC
191
Archer Investment Corporation
Indiana
-$29.2K -316 Closed
PPA
192
Painted Porch Advisors
California
-$11.3K -122 Closed
GWSG
193
GPS Wealth Strategies Group
Colorado
-$6.98K -76 Closed