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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$23.1M +$2.23M +74,400 +11%
LPL Financial
2
LPL Financial
California
$17.3M +$8.44M +281,856 +92%
Bank of America
3
Bank of America
North Carolina
$10.7M +$5.17M +172,588 +93%
CAG
4
Crestwood Advisors Group
Massachusetts
$10.6M -$12.8M -426,944 -54%
Wells Fargo
5
Wells Fargo
California
$10M +$7.85M +262,088 +352%
UBS Group
6
UBS Group
Switzerland
$7.83M +$487K +16,268 +7%
Ameriprise
7
Ameriprise
Minnesota
$7.63M +$136K +4,548 +2%
Morgan Stanley
8
Morgan Stanley
New York
$5.97M -$1.76M -58,764 -23%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.83M +$2.85M +95,312 +142%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.74M +$2.04M +67,996 +74%
JP Morgan Chase
11
JP Morgan Chase
New York
$4.71M -$6.28M -209,708 -57%
RJA
12
Raymond James & Associates
Florida
$3.23M +$3.47K +116 +0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.63M +$808K +26,968 +44%
MFS
14
MSI Financial Services
Massachusetts
$2.36M +$1.44M +48,176 +155%
CA
15
Cetera Advisors
Colorado
$1.68M +$1.45M +48,276 +615%
ICAS
16
Investors Capital Advisory Services
Massachusetts
$1.59M +$839 +28 +0.1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.37M -$3.22M -107,452 -70%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.01M +$104K +3,472 +11%
VFA
19
Voya Financial Advisors
Connecticut
$1.01M -$419K -13,984 -29%
IA
20
IFP Advisors
Florida
$949K +$955K +31,880 New
OCG
21
Opus Capital Group
Ohio
$904K +$9.94K +332 +1%
MC
22
Mathes Company
New York
$882K
PAG
23
Private Advisor Group
New Jersey
$876K +$591K +19,728 +204%
NPC
24
National Planning Corporation
California
$797K +$873K +29,140 New
AIG
25
American International Group
New York
$709K -$171K -5,716 -19%