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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$40.6M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.1M +$257K +6,288 +2%
Bank of America
3
Bank of America
North Carolina
$16M -$495K -12,112 -3%
Ameriprise
4
Ameriprise
Minnesota
$15.1M -$3.08M -75,440 -17%
LPL Financial
5
LPL Financial
California
$12.3M -$125K -3,064 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$11.6M -$167K -4,084 -1%
Morgan Stanley
7
Morgan Stanley
New York
$10.6M -$167K -4,084 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.5M +$3.34M +81,756 +66%
UBS Group
9
UBS Group
Switzerland
$7.13M +$447K +10,932 +7%
Citadel Advisors
10
Citadel Advisors
Florida
$6.82M +$3.75M +91,716 +125%
Wells Fargo
11
Wells Fargo
California
$6.58M -$848K -20,740 -12%
IDA
12
Intelligence Driven Advisers
California
$5.77M -$1.09M -26,764 -16%
WCF
13
West Coast Financial
California
$5.15M -$34K -832 -0.7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.29M +$25.2K +616 +0.6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.19M -$45.8K -1,120 -1%
CWM
16
Cornerstone Wealth Management
Missouri
$4.03M -$33K -808 -0.8%
BAMG
17
Brand Asset Management Group
Missouri
$3.8M -$25.8K -632 -0.7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.65M -$275K -6,732 -7%
CAG
19
Crestwood Advisors Group
Massachusetts
$2.97M -$29.4K -720 -1%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.8M +$61.3K +1,500 +2%
AG
21
Advisor Group
Arizona
$2.65M +$513K +12,540 +24%
PAG
22
Private Advisor Group
New Jersey
$2.21M -$46.3K -1,132 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.06M -$984K -24,068 -33%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.03M
AI
25
Atria Investments
North Carolina
$1.71M +$47.7K +1,168 +3%