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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$42.8M -$5.82M -142,440 -24%
Axa
2
Axa
France
$40.2M -$491K -12,000 -1%
LPL Financial
3
LPL Financial
California
$21.8M +$7.39M +180,596 +54%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$20M +$457K +11,172 +2%
Bank of America
5
Bank of America
North Carolina
$17.1M -$937K -22,916 -5%
UBS Group
6
UBS Group
Switzerland
$15.4M +$210K +5,136 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$12.4M -$53K -1,296 -0.4%
Morgan Stanley
8
Morgan Stanley
New York
$12.3M -$283K -6,924 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.1M +$96.7K +2,364 +0.8%
Wells Fargo
10
Wells Fargo
California
$9.23M +$1.24M +30,312 +16%
Citadel Advisors
11
Citadel Advisors
Florida
$8M +$7.45M +182,172 +2,265%
MML Investors Services
12
MML Investors Services
Massachusetts
$5.93M +$1.25M +30,616 +28%
GLA
13
Good Life Advisors
Pennsylvania
$5.63M +$128K +3,140 +2%
FCAG
14
First Capital Advisors Group
New Jersey
$5.31M +$191K +4,660 +4%
WCF
15
West Coast Financial
California
$5.07M +$238K +5,832 +5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4M +$165K +4,024 +4%
BAMG
17
Brand Asset Management Group
Missouri
$4M -$105K -2,576 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.77M +$189K +4,624 +5%
CAG
19
Crestwood Advisors Group
Massachusetts
$3.31M -$63.1K -1,544 -2%
PAG
20
Private Advisor Group
New Jersey
$3.3M +$1.78M +43,488 +124%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.14M -$3.23M -78,996 -51%
Citigroup
22
Citigroup
New York
$2.4M -$656K -16,052 -22%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.05M -$88K -2,152 -4%
AG
24
Advisor Group
Arizona
$1.89M +$597K +14,600 +48%
AI
25
Atria Investments
North Carolina
$1.6M -$66.4K -1,624 -4%