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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$47.4M -$2.71M -53,036 -6%
Ameriprise
2
Ameriprise
Minnesota
$34.3M +$398K +7,784 +1%
Morgan Stanley
3
Morgan Stanley
New York
$20.3M -$881K -17,216 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.4M -$50.3K -984 -0.4%
Bank of America
5
Bank of America
North Carolina
$13.1M +$452K +8,840 +4%
LPL Financial
6
LPL Financial
California
$12.6M -$433K -8,464 -4%
JP Morgan Chase
7
JP Morgan Chase
New York
$11M -$1.72M -33,524 -14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.9M -$4.49M -87,864 -30%
Citadel Advisors
9
Citadel Advisors
Florida
$9.42M +$8.37M +163,680 +1,630%
UBS Group
10
UBS Group
Switzerland
$8.09M -$229K -4,480 -3%
Wells Fargo
11
Wells Fargo
California
$7.35M +$67.9K +1,328 +1%
IAN
12
Integrated Advisors Network
Texas
$6.12M -$4.18M -81,740 -42%
BWM
13
Benchmark Wealth Management
Connecticut
$5.98M +$50.8M +992,104 +888%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.62M +$387K +7,572 +8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.2M +$78K +1,524 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.61M +$143K +2,788 +3%
AAS
17
Avantax Advisory Services
Texas
$4.38M -$22.7M -443,476 -85%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.16M +$2.86M +55,980 +269%
BAMG
19
Brand Asset Management Group
Missouri
$4.02M -$158K -3,096 -4%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.38M -$42.8K -836 -1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.34M -$59.5K -1,164 -2%
WCF
22
West Coast Financial
California
$3.1M -$448K -8,752 -13%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.49M -$6.59M -128,872 -74%
Goldman Sachs
24
Goldman Sachs
New York
$2.26M
JWCA
25
J.W. Cole Advisors
Florida
$2.12M +$2M +39,092 New