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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$49M -$57.8K -1,052 -0.1%
Ameriprise
2
Ameriprise
Minnesota
$34M -$1.65M -29,956 -5%
Morgan Stanley
3
Morgan Stanley
New York
$20.1M -$830K -15,108 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.7M -$188K -3,420 -1%
Bank of America
5
Bank of America
North Carolina
$13M -$546K -9,936 -4%
LPL Financial
6
LPL Financial
California
$12.8M -$196K -3,564 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$11.3M -$45.7K -832 -0.4%
Citadel Advisors
8
Citadel Advisors
Florida
$9.75M +$8.36K +152 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.57M -$2.66M -48,380 -24%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.73M +$1.92M +34,988 +41%
AAS
11
Avantax Advisory Services
Texas
$6.34M +$1.77M +32,240 +40%
Wells Fargo
12
Wells Fargo
California
$6.15M -$1.43M -26,000 -19%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$6.03M +$1.69M +30,724 +40%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.72M -$88.2K -1,604 -2%
BWM
15
Benchmark Wealth Management
Connecticut
$5.37M -$55.4M -1,007,976 -91%
BAMG
16
Brand Asset Management Group
Missouri
$4.09M -$63.5K -1,156 -2%
CAG
17
Crestwood Advisors Group
Massachusetts
$3.31M -$181K -3,284 -5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.24M -$2.09M -38,072 -40%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.2M -$253K -4,604 -7%
WCF
20
West Coast Financial
California
$2.89M -$312K -5,680 -10%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.61M +$31.2K +568 +1%
Goldman Sachs
22
Goldman Sachs
New York
$2.34M
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.17M +$501K +9,120 +31%
JWCA
24
J.W. Cole Advisors
Florida
$2.15M -$40.7K -740 -2%
IFG
25
Independent Financial Group
California
$1.9M +$51.5K +936 +3%