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iShares Morningstar US Equity ETF
ILCB

Name Holding Trade Value Shares
Change 		Change in
Stake
Axa
1
Axa
France
$32.3M +$273K +8,400 +0.9%
JP Morgan Chase
2
JP Morgan Chase
New York
$12.5M +$6.72M +207,144 +121%
Bank of America
3
Bank of America
North Carolina
$12M +$1.27M +39,196 +12%
Ameriprise
4
Ameriprise
Minnesota
$11.6M +$5.72M +176,208 +102%
GWM
5
Greenwich Wealth Management
Connecticut
$9.38M +$15.6K +480 +0.2%
Wells Fargo
6
Wells Fargo
California
$9.21M +$3.68M +113,304 +69%
GLA
7
Good Life Advisors
Pennsylvania
$9.18M +$8.85M +272,596 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.64M +$374K +11,508 +5%
Morgan Stanley
9
Morgan Stanley
New York
$7.33M +$1.57M +48,328 +28%
LPL Financial
10
LPL Financial
California
$7.24M -$531K -16,364 -7%
UBS Group
11
UBS Group
Switzerland
$6.26M +$170K +5,248 +3%
CWM
12
Cornerstone Wealth Management
Missouri
$5.79M +$537K +16,544 +11%
CAG
13
Crestwood Advisors Group
Massachusetts
$4.66M -$925K -28,500 -17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.71M -$1.34M -41,340 -27%
RJA
15
Raymond James & Associates
Florida
$3.48M +$77K +2,372 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.5M -$19.5K -600 -0.8%
SB
17
Suntrust Banks
Georgia
$2.22M +$181K +5,584 +9%
MFS
18
MSI Financial Services
Massachusetts
$2.16M -$119K -3,660 -5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.13M -$405K -12,468 -16%
WCF
20
West Coast Financial
California
$2.05M +$667K +20,548 +50%
CA
21
Cetera Advisors
Colorado
$1.69M -$9.09K -280 -0.5%
PAG
22
Private Advisor Group
New Jersey
$1.51M +$125K +3,848 +9%
MC
23
Mathes Company
New York
$1.51M +$571K +17,600 +63%
SWPG
24
Strategic Wealth Partners Group
Illinois
$1.29M +$1.27M +39,036 New
TH
25
Timber Hill
Connecticut
$1.28M -$985K -30,344 -44%
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