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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$34M
Ameriprise
2
Ameriprise
Minnesota
$16.8M +$576K +14,760 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.8M -$194K -4,976 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.5M +$17.6M +452,076 +3,759%
Bank of America
5
Bank of America
North Carolina
$13.8M -$774K -19,832 -5%
UBS Group
6
UBS Group
Switzerland
$12.9M -$126K -3,240 -0.9%
LPL Financial
7
LPL Financial
California
$12.2M -$6.86M -175,928 -34%
JP Morgan Chase
8
JP Morgan Chase
New York
$10.2M -$260K -6,676 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10M -$291K -7,472 -3%
Morgan Stanley
10
Morgan Stanley
New York
$9.96M -$485K -12,440 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$6.55M +$4.26M +109,292 +147%
Wells Fargo
12
Wells Fargo
California
$6.49M -$1.45M -37,224 -17%
MML Investors Services
13
MML Investors Services
Massachusetts
$5.38M +$387K +9,920 +7%
IDA
14
Intelligence Driven Advisers
California
$5.25M +$5.75M +147,448 New
WCF
15
West Coast Financial
California
$4.6M +$335K +8,584 +7%
GLA
16
Good Life Advisors
Pennsylvania
$4.24M -$581K -14,904 -11%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.67M +$309K +7,912 +8%
CWM
18
Cornerstone Wealth Management
Missouri
$3.46M +$3.78M +96,812 New
BAMG
19
Brand Asset Management Group
Missouri
$3.36M -$27.6K -708 -0.7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.33M +$144K +3,700 +4%
Citadel Advisors
21
Citadel Advisors
Florida
$3M -$4.14M -106,064 -56%
CAG
22
Crestwood Advisors Group
Massachusetts
$2.74M -$63K -1,616 -2%
PAG
23
Private Advisor Group
New Jersey
$2.28M -$569K -14,600 -19%
AG
24
Advisor Group
Arizona
$1.96M +$401K +10,280 +23%
Citigroup
25
Citigroup
New York
$1.57M -$503K -12,904 -23%