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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$42.7M -$500K -12,112 -1%
Ameriprise
2
Ameriprise
Minnesota
$26.7M +$11.2M +272,100 +80%
Morgan Stanley
3
Morgan Stanley
New York
$17.2M -$259K -6,272 -2%
LPL Financial
4
LPL Financial
California
$13.5M +$93.7K +2,268 +0.7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.2M -$2.06M -49,824 -15%
JP Morgan Chase
6
JP Morgan Chase
New York
$11.4M -$65.3K -1,580 -0.6%
Bank of America
7
Bank of America
North Carolina
$10.8M -$6.46M -156,380 -39%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.7M +$4.76M +115,160 +88%
IAN
9
Integrated Advisors Network
Texas
$8.7M +$8.24M +199,404 New
Wells Fargo
10
Wells Fargo
California
$6.45M -$351K -8,484 -5%
UBS Group
11
UBS Group
Switzerland
$6.43M -$80.6K -1,952 -1%
BWM
12
Benchmark Wealth Management
Connecticut
$5.18M -$185K -4,468 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.04M -$175K -4,236 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.86M -$431K -10,440 -11%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.65M +$3.01M +72,880 +682%
BAMG
16
Brand Asset Management Group
Missouri
$3.59M -$53.9K -1,304 -2%
WCF
17
West Coast Financial
California
$3.55M -$422K -10,220 -11%
AAS
18
Avantax Advisory Services
Texas
$3.52M +$214K +5,184 +7%
Citadel Advisors
19
Citadel Advisors
Florida
$3.47M -$2.11M -50,964 -39%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.16M +$54.2K +1,312 +2%
CAG
21
Crestwood Advisors Group
Massachusetts
$2.77M -$265K -6,416 -9%
IDA
22
Intelligence Driven Advisers
California
$2.2M -$314K -7,608 -13%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.08M +$21.3K +516 +1%
Goldman Sachs
24
Goldman Sachs
New York
$1.82M
JWCA
25
J.W. Cole Advisors
Florida
$1.79M +$1.69M +40,992 New