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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Crestwood Advisors Group
Massachusetts
$15.2M +$15.1M +629,148 New
Axa
2
Axa
France
$9.23M +$9.18M +383,080 New
BCI
3
Brinker Capital Investments
Pennsylvania
$7.03M +$7M +292,000 New
MWM
4
Merriman Wealth Management
Washington
$6.95M +$6.92M +288,596 New
JP Morgan Chase
5
JP Morgan Chase
New York
$6.54M +$6.51M +271,492 New
U
6
UBS
Switzerland
$5.38M +$5.35M +223,152 New
Bank of America
7
Bank of America
North Carolina
$4.89M +$4.86M +202,872 New
LPL Financial
8
LPL Financial
California
$3.38M +$3.36M +140,112 New
PFG
9
Pacific Financial Group
Washington
$2.88M +$2.87M +119,744 New
ECM
10
Exchange Capital Management
Michigan
$2.63M +$2.61M +109,080 New
Morgan Stanley
11
Morgan Stanley
New York
$1.87M +$1.86M +77,488 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.7M +$1.69M +70,476 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.56M +$1.55M +64,720 New
RJA
14
Raymond James & Associates
Florida
$1.29M +$1.29M +53,732 New
KCG
15
Knight Capital Group
$1.22M +$1.21M +50,568 New
Ameriprise
16
Ameriprise
Minnesota
$1.17M +$1.16M +48,576 New
ICAS
17
Investors Capital Advisory Services
Massachusetts
$1.04M +$1.03M +43,168 New
OCG
18
Opus Capital Group
Ohio
$833K +$828K +34,560 New
AIG
19
American International Group
New York
$809K +$804K +33,564 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$784K +$780K +32,564 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$669K +$666K +27,784 New
Wells Fargo
22
Wells Fargo
California
$666K +$663K +27,644 New
WG
23
Winchester Group
New York
$459K +$457K +19,080 New
CCM
24
Cazenove Capital Management
United Kingdom
$415K +$412K +17,212 New
CAN
25
Cetera Advisor Networks
California
$387K +$385K +16,064 New