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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$39M +$6.06M +155,568 +19%
Axa
2
Axa
France
$38.4M
Bank of America
3
Bank of America
North Carolina
$22.4M +$529K +13,584 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.7M +$2.06M +52,928 +17%
Morgan Stanley
5
Morgan Stanley
New York
$14.4M -$2.55M -65,576 -15%
LPL Financial
6
LPL Financial
California
$12.7M +$716K +18,396 +6%
UBS Group
7
UBS Group
Switzerland
$12M +$229K +5,872 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$11.7M -$32.7K -840 -0.3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.41M +$78.5K +2,016 +0.9%
CWM
10
Cornerstone Wealth Management
Missouri
$7.44M -$222K -5,700 -3%
Wells Fargo
11
Wells Fargo
California
$6.57M -$632K -16,232 -9%
GLA
12
Good Life Advisors
Pennsylvania
$5.59M -$451K -11,572 -8%
WCF
13
West Coast Financial
California
$4.79M -$99.5K -2,556 -2%
Jane Street
14
Jane Street
New York
$4.09M -$1.74M -44,692 -30%
CAG
15
Crestwood Advisors Group
Massachusetts
$3.96M -$58.9K -1,512 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.17M +$212K +5,452 +7%
SB
17
Suntrust Banks
Georgia
$3.05M -$222K -5,700 -7%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.97M +$1.44M +36,932 +98%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.97M +$1.89M +48,568 +186%
Citigroup
20
Citigroup
New York
$2.63M +$960K +24,648 +59%
MC
21
Mathes Company
New York
$2.48M
CA
22
Cetera Advisors
Colorado
$2.31M +$200K +5,148 +10%
FCAG
23
First Capital Advisors Group
New Jersey
$2.28M +$438K +11,236 +24%
PAG
24
Private Advisor Group
New Jersey
$1.76M -$5.76M -147,832 -77%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.74M +$38K +976 +2%