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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$36.4M +$327K +8,800 +0.9%
Ameriprise
2
Ameriprise
Minnesota
$31.1M +$3.43M +92,232 +13%
Bank of America
3
Bank of America
North Carolina
$20.8M +$1.55M +41,712 +8%
Morgan Stanley
4
Morgan Stanley
New York
$16.2M -$905K -24,324 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.9M +$1.82M +49,028 +18%
LPL Financial
6
LPL Financial
California
$11.4M +$1.45M +39,012 +15%
UBS Group
7
UBS Group
Switzerland
$11.2M +$1.73M +46,472 +19%
JP Morgan Chase
8
JP Morgan Chase
New York
$11.1M -$2.61M -70,088 -19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.85M +$50.2K +1,348 +0.6%
PAG
10
Private Advisor Group
New Jersey
$7.26M +$714K +19,188 +11%
CWM
11
Cornerstone Wealth Management
Missouri
$7.17M +$24.7K +664 +0.4%
Wells Fargo
12
Wells Fargo
California
$6.84M +$244K +6,552 +4%
GLA
13
Good Life Advisors
Pennsylvania
$5.67M -$835K -22,440 -13%
Jane Street
14
Jane Street
New York
$5.56M +$4.79M +128,744 +680%
WCF
15
West Coast Financial
California
$4.64M +$615K +16,536 +15%
CAG
16
Crestwood Advisors Group
Massachusetts
$3.81M -$42.4K -1,140 -1%
HighTower Advisors
17
HighTower Advisors
Illinois
$3.59M +$2.6M +69,780 +272%
SB
18
Suntrust Banks
Georgia
$3.11M -$110K -2,952 -3%
TSS
19
Two Sigma Securities
New York
$2.93M +$2.89M +77,756 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.8M +$4.02K +108 +0.1%
MC
21
Mathes Company
New York
$2.35M +$432K +11,600 +23%
Goldman Sachs
22
Goldman Sachs
New York
$2.07M -$763K -20,508 -27%
CA
23
Cetera Advisors
Colorado
$1.97M +$206K +5,524 +12%
FCAG
24
First Capital Advisors Group
New Jersey
$1.74M +$1.09M +29,340 +174%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.61M +$225K +6,048 +16%