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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$35M
Ameriprise
2
Ameriprise
Minnesota
$26.9M +$2.11M +58,448 +9%
Bank of America
3
Bank of America
North Carolina
$18.6M +$2.47M +68,308 +15%
Morgan Stanley
4
Morgan Stanley
New York
$16.6M +$8.35M +230,900 +104%
JP Morgan Chase
5
JP Morgan Chase
New York
$13.4M -$638K -17,652 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.77M +$1.13M +31,280 +13%
LPL Financial
7
LPL Financial
California
$9.64M +$1.06M +29,344 +13%
UBS Group
8
UBS Group
Switzerland
$9.17M +$2.52M +69,740 +39%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.54M +$1.13M +31,200 +15%
CWM
10
Cornerstone Wealth Management
Missouri
$6.9M +$356K +9,848 +6%
Wells Fargo
11
Wells Fargo
California
$6.41M +$641K +17,720 +11%
PAG
12
Private Advisor Group
New Jersey
$6.3M +$1.83M +50,552 +42%
GLA
13
Good Life Advisors
Pennsylvania
$6.29M -$2.5M -69,044 -29%
WCF
14
West Coast Financial
California
$3.9M +$1.19M +32,856 +44%
CAG
15
Crestwood Advisors Group
Massachusetts
$3.78M
RJA
16
Raymond James & Associates
Florida
$3.54M +$11.1K +308 +0.3%
SB
17
Suntrust Banks
Georgia
$3.13M +$546K +15,108 +21%
Goldman Sachs
18
Goldman Sachs
New York
$2.76M +$2.73M +75,380 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.72M -$40.9K -1,132 -2%
MC
20
Mathes Company
New York
$1.85M +$145K +4,000 +9%
CA
21
Cetera Advisors
Colorado
$1.72M -$15K -416 -0.9%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$115K +3,188 +9%
Citigroup
23
Citigroup
New York
$1.3M +$128K +3,528 +11%
IA
24
IFP Advisors
Florida
$1.09M -$33.6K -928 -3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1M -$5.05M -139,712 -84%