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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$47.5M -$5.46M -92,593 -11%
Ameriprise
2
Ameriprise
Minnesota
$34.9M -$1.73M -29,302 -5%
Morgan Stanley
3
Morgan Stanley
New York
$21.9M +$84.9K +1,439 +0.4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.3M -$603K -10,223 -4%
Bank of America
5
Bank of America
North Carolina
$14.4M +$237K +4,021 +2%
LPL Financial
6
LPL Financial
California
$13.6M -$278K -4,717 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$12.2M -$11.3K -191 -0.1%
UBS Group
8
UBS Group
Switzerland
$8.39M -$120K -2,035 -1%
AAS
9
Avantax Advisory Services
Texas
$7.21M +$321K +5,449 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.72M +$513K +8,697 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.71M -$2.5M -42,450 -28%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.83M -$1.42M -24,143 -20%
BWM
13
Benchmark Wealth Management
Connecticut
$5.66M -$151K -2,553 -3%
Wells Fargo
14
Wells Fargo
California
$5.26M -$1.35M -22,975 -21%
BAMG
15
Brand Asset Management Group
Missouri
$4.43M -$5.19K -88 -0.1%
CAG
16
Crestwood Advisors Group
Massachusetts
$3.57M -$11.2K -190 -0.3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.54M +$20.2K +343 +0.6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.44M -$28.7K -486 -0.9%
WCF
19
West Coast Financial
California
$2.98M -$151K -2,563 -5%
Goldman Sachs
20
Goldman Sachs
New York
$2.54M
MML Investors Services
21
MML Investors Services
Massachusetts
$2.5M -$318K -5,384 -12%
JWCA
22
J.W. Cole Advisors
Florida
$2.32M -$5.9K -100 -0.3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.3M -$53.1K -900 -2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.27M -$4.13M -70,107 -65%
Citadel Advisors
25
Citadel Advisors
Florida
$2.06M -$8.26M -140,030 -81%