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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$45.8M -$1.67M -26,691 -3%
Ameriprise
2
Ameriprise
Minnesota
$36.3M +$1.43M +22,948 +4%
Morgan Stanley
3
Morgan Stanley
New York
$19.8M -$2.2M -35,179 -10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.6M -$692K -11,091 -4%
LPL Financial
5
LPL Financial
California
$13.8M +$135K +2,162 +1%
Bank of America
6
Bank of America
North Carolina
$13.4M -$942K -15,095 -6%
JP Morgan Chase
7
JP Morgan Chase
New York
$11.7M -$466K -7,468 -4%
UBS Group
8
UBS Group
Switzerland
$8.35M -$30.5K -488 -0.4%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.52M +$829K +13,277 +12%
AAS
10
Avantax Advisory Services
Texas
$7.36M +$165K +2,644 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.75M -$78.5K -1,258 -1%
BWM
12
Benchmark Wealth Management
Connecticut
$5.6M -$56.6K -906 -1%
Wells Fargo
13
Wells Fargo
California
$5.13M -$137K -2,190 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.03M -$1.72M -27,596 -25%
BAMG
15
Brand Asset Management Group
Missouri
$4.33M -$96.6K -1,547 -2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.66M +$134K +2,144 +4%
CAG
17
Crestwood Advisors Group
Massachusetts
$3.54M -$32.1K -515 -0.9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.44M +$7.74K +124 +0.2%
WCF
19
West Coast Financial
California
$2.78M -$202K -3,235 -7%
Citadel Advisors
20
Citadel Advisors
Florida
$2.69M +$655K +10,488 +31%
Goldman Sachs
21
Goldman Sachs
New York
$2.54M
FTUS
22
Flow Traders U.S.
New York
$2.34M +$769K +12,319 +47%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.28M -$18K -288 -0.8%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.15M -$352K -5,632 -14%
IFG
25
Independent Financial Group
California
$1.97M -$8.8K -141 -0.4%