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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$27.2M +$3.89M +136,800 +18%
LPL Financial
2
LPL Financial
California
$12.3M -$4.89M -172,180 -29%
Bank of America
3
Bank of America
North Carolina
$10.9M +$211K +7,432 +2%
GWM
4
Greenwich Wealth Management
Connecticut
$7.15M +$6.82M +240,152 New
Morgan Stanley
5
Morgan Stanley
New York
$6.97M +$959K +33,748 +17%
CAG
6
Crestwood Advisors Group
Massachusetts
$6.66M -$3.8M -133,852 -37%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.03M +$1.14M +40,268 +25%
UBS Group
8
UBS Group
Switzerland
$5.95M -$1.79M -63,016 -24%
SG Americas Securities
9
SG Americas Securities
New York
$5.78M +$5.52M +194,272 New
JP Morgan Chase
10
JP Morgan Chase
New York
$4.96M +$239K +8,408 +5%
Wells Fargo
11
Wells Fargo
California
$4.47M -$5.29M -186,296 -55%
Ameriprise
12
Ameriprise
Minnesota
$4M -$3.45M -121,448 -47%
RJA
13
Raymond James & Associates
Florida
$3.23M -$2.05K -72 -0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.04M +$390K +13,732 +16%
CA
15
Cetera Advisors
Colorado
$2.79M +$1.06M +37,420 +67%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.32M -$2.31M -81,328 -51%
MFS
17
MSI Financial Services
Massachusetts
$2.12M -$227K -7,992 -10%
ICAS
18
Investors Capital Advisory Services
Massachusetts
$1.96M +$346K +12,180 +23%
PAG
19
Private Advisor Group
New Jersey
$1.16M +$266K +9,368 +32%
VFA
20
Voya Financial Advisors
Connecticut
$980K -$20.6K -724 -2%
OCG
21
Opus Capital Group
Ohio
$905K +$455 +16 +0.1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$894K -$114K -4,020 -12%
MC
23
Mathes Company
New York
$875K -$6.82K -240 -0.8%
WCF
24
West Coast Financial
California
$859K +$157K +5,512 +24%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$621K -$8.53K -300 -1%