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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$39.3M +$1.09M +28,400 +3%
Ameriprise
2
Ameriprise
Minnesota
$17.6M -$1.25M -32,456 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.3M -$2.48M -64,628 -14%
Bank of America
4
Bank of America
North Carolina
$16M +$500K +13,012 +3%
LPL Financial
5
LPL Financial
California
$12M -$1.59M -41,380 -12%
JP Morgan Chase
6
JP Morgan Chase
New York
$11.5M -$25K -652 -0.2%
Morgan Stanley
7
Morgan Stanley
New York
$10.4M -$703K -18,304 -7%
CWM
8
Cornerstone Wealth Management
Missouri
$8.88M +$71.7K +1,868 +2%
Wells Fargo
9
Wells Fargo
California
$7.21M -$75.3K -1,960 -1%
IDA
10
Intelligence Driven Advisers
California
$6.67M +$736K +19,164 +13%
UBS Group
11
UBS Group
Switzerland
$6.47M -$7.73M -201,388 -55%
WCF
12
West Coast Financial
California
$5.02M -$136K -3,536 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.96M -$6.02M -156,840 -56%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.13M +$377K +9,808 +11%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.11M -$12K -312 -0.3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.8M -$14.2M -369,008 -80%
BAMG
17
Brand Asset Management Group
Missouri
$3.71M -$58.8K -1,532 -2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.96M -$4.22M -109,932 -60%
Citadel Advisors
19
Citadel Advisors
Florida
$2.94M -$414K -10,772 -13%
CAG
20
Crestwood Advisors Group
Massachusetts
$2.9M -$170K -4,416 -6%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.65M -$3.25M -84,592 -56%
PAG
22
Private Advisor Group
New Jersey
$2.18M -$359K -9,360 -15%
AG
23
Advisor Group
Arizona
$2.07M -$132K -3,432 -6%
Citigroup
24
Citigroup
New York
$1.64M -$114K -2,972 -7%
AI
25
Atria Investments
North Carolina
$1.64M +$35.6K +928 +2%