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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$36.3M -$485K -11,076 -1%
Bank of America
2
Bank of America
North Carolina
$14.8M -$2M -45,656 -10%
Morgan Stanley
3
Morgan Stanley
New York
$14.6M +$6.41M +146,344 +58%
Ameriprise
4
Ameriprise
Minnesota
$12.4M +$446K +10,176 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.1M -$4.22M -96,460 -23%
LPL Financial
6
LPL Financial
California
$11.2M +$1.06M +24,104 +9%
JP Morgan Chase
7
JP Morgan Chase
New York
$9.62M -$594K -13,576 -5%
Wells Fargo
8
Wells Fargo
California
$5.72M +$126K +2,872 +2%
UBS Group
9
UBS Group
Switzerland
$5.47M -$7.84M -179,068 -55%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.81M -$3.34M -76,216 -37%
Citadel Advisors
11
Citadel Advisors
Florida
$4.78M +$1.75M +40,052 +44%
BWM
12
Benchmark Wealth Management
Connecticut
$4.51M -$545K -12,436 -9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$4.15M +$4.21M +96,064 +557%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.63M -$241K -5,508 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.55M +$4.24M +96,744 New
WCF
16
West Coast Financial
California
$3.35M -$757K -17,280 -16%
BAMG
17
Brand Asset Management Group
Missouri
$3.07M -$118K -2,696 -3%
AAS
18
Avantax Advisory Services
Texas
$2.77M +$804K +18,352 +32%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.61M -$140K -3,204 -4%
CAG
20
Crestwood Advisors Group
Massachusetts
$2.56M
IDA
21
Intelligence Driven Advisers
California
$2.13M -$1.64M -37,520 -39%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.86M -$383K -8,752 -15%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.73M +$91.8K +2,096 +5%
Goldman Sachs
24
Goldman Sachs
New York
$1.53M +$1.83M +41,764 New
MA
25
Mutual Advisors
Nebraska
$1.4M +$1.43M +32,684 +601%