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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Crestwood Advisors Group
Massachusetts
$19.1M +$648K +24,820 +4%
Axa
2
Axa
France
$14.8M +$3.91M +149,600 +37%
JP Morgan Chase
3
JP Morgan Chase
New York
$11.2M +$535K +20,484 +5%
MWM
4
Merriman Wealth Management
Washington
$7.26M -$353K -13,500 -5%
BCI
5
Brinker Capital Investments
Pennsylvania
$7.01M -$1.04M -40,000 -13%
U
6
UBS
Switzerland
$5.96M -$377K -14,448 -6%
Morgan Stanley
7
Morgan Stanley
New York
$5.23M +$1.34M +51,472 +36%
Bank of America
8
Bank of America
North Carolina
$4.05M -$288K -11,024 -7%
LPL Financial
9
LPL Financial
California
$3.69M +$203K +7,784 +6%
RJA
10
Raymond James & Associates
Florida
$2.79M -$1.42M -54,308 -34%
AIG
11
American International Group
New York
$2.17M +$525K +20,120 +33%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.84M +$1.52M +58,180 +572%
Wells Fargo
13
Wells Fargo
California
$1.39M +$155K +5,924 +13%
Ameriprise
14
Ameriprise
Minnesota
$1.35M +$32.5K +1,244 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.25M -$16.3K -624 -1%
ICAS
16
Investors Capital Advisory Services
Massachusetts
$1.17M +$1.04K +40 +0.1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.09M +$136K +5,204 +15%
OCG
18
Opus Capital Group
Ohio
$932K
ECM
19
Exchange Capital Management
Michigan
$631K -$2.2M -84,380 -78%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$579K -$3.76M -144,164 -87%
NPC
21
National Planning Corporation
California
$551K -$12.4K -476 -2%
MC
22
Mathes Company
New York
$547K +$530K +20,280 New
CAN
23
Cetera Advisor Networks
California
$536K +$27.8K +1,064 +6%
Goldman Sachs
24
Goldman Sachs
New York
$443K +$130K +4,964 +43%
CA
25
Cetera Advisors
Colorado
$438K +$2.4K +92 +0.6%