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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$45.3M -$2.37M -49,776 -5%
Ameriprise
2
Ameriprise
Minnesota
$30.5M +$690K +14,480 +2%
AAS
3
Avantax Advisory Services
Texas
$25.6M +$21.2M +443,740 +550%
Morgan Stanley
4
Morgan Stanley
New York
$19.1M -$80.7K -1,692 -0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.1M +$2.04M +42,816 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13M -$623K -13,060 -5%
LPL Financial
7
LPL Financial
California
$11.8M -$3.22M -67,564 -22%
Bank of America
8
Bank of America
North Carolina
$11.4M -$706K -14,808 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$11.4M -$1.21M -25,288 -10%
IAN
10
Integrated Advisors Network
Texas
$9.49M -$228K -4,792 -2%
MML Investors Services
11
MML Investors Services
Massachusetts
$8.52M +$6.06M +127,212 +267%
UBS Group
12
UBS Group
Switzerland
$7.5M +$301K +6,304 +4%
Wells Fargo
13
Wells Fargo
California
$6.55M -$639K -13,400 -9%
BWM
14
Benchmark Wealth Management
Connecticut
$5.44M -$332K -6,964 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.68M +$166K +3,480 +4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.6M +$517K +10,840 +13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.01M -$295K -6,184 -7%
BAMG
18
Brand Asset Management Group
Missouri
$3.77M -$242K -5,076 -6%
WCF
19
West Coast Financial
California
$3.22M -$729K -15,300 -19%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.08M -$15.3K -320 -0.5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.06M -$459K -9,620 -13%
Goldman Sachs
22
Goldman Sachs
New York
$2.04M
IFG
23
Independent Financial Group
California
$1.77M +$159K +3,336 +10%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.48M +$173K +3,620 +14%
Citigroup
25
Citigroup
New York
$1.27M -$77.4K -1,624 -6%