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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$41.6M -$1.75M -28,260 -4%
Ameriprise
2
Ameriprise
Minnesota
$36M -$2.92M -47,115 -8%
Morgan Stanley
3
Morgan Stanley
New York
$24.1M +$3.15M +50,831 +15%
LPL Financial
4
LPL Financial
California
$14.4M -$413K -6,676 -3%
Bank of America
5
Bank of America
North Carolina
$10.9M -$366K -5,911 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.5M -$202K -3,266 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$10.4M -$1.58M -25,448 -13%
AAS
8
Avantax Advisory Services
Texas
$8.09M +$445K +7,196 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.08M -$652K -10,539 -8%
UBS Group
10
UBS Group
Switzerland
$7.91M -$84.6K -1,366 -1%
GIA
11
Gladstone Institutional Advisory
Florida
$7.18M +$7.07M +114,179 New
S
12
Surevest
California
$6.91M +$6.44M +104,046 +1,748%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.89M +$4.83K +78 +0.1%
BWM
14
Benchmark Wealth Management
Connecticut
$5.69M -$6.44K -104 -0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.41M +$223K +3,604 +5%
BAMG
16
Brand Asset Management Group
Missouri
$4.21M -$247K -3,996 -6%
Wells Fargo
17
Wells Fargo
California
$3.71M -$79.2K -1,279 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.65M +$17.1K +276 +0.5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.56M -$60.9K -983 -2%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.5M -$129K -2,087 -4%
WCF
21
West Coast Financial
California
$2.33M -$268K -4,331 -10%
JWCA
22
J.W. Cole Advisors
Florida
$2.29M -$35.9K -580 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.27M -$74.8K -1,209 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.23M -$274K -4,428 -11%
IFG
25
Independent Financial Group
California
$2.01M -$39.6K -640 -2%