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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$33.6M -$896K -15,843 -2%
Ameriprise
2
Ameriprise
Minnesota
$28.1M -$1.76M -31,031 -5%
Morgan Stanley
3
Morgan Stanley
New York
$21.6M +$1.75M +30,917 +8%
W
4
Wealthquest
Ohio
$12.5M +$13.6M +240,216 New
LPL Financial
5
LPL Financial
California
$11M -$1.01M -17,768 -8%
Bank of America
6
Bank of America
North Carolina
$8.72M -$314K -5,557 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.65M -$48.8K -863 -0.5%
JP Morgan Chase
8
JP Morgan Chase
New York
$7.07M -$1.71M -30,155 -18%
AAS
9
Avantax Advisory Services
Texas
$6.98M +$317K +5,600 +4%
UBS Group
10
UBS Group
Switzerland
$6.33M -$226K -3,991 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.25M +$204K +3,604 +3%
S
12
Surevest
California
$5.89M +$190K +3,351 +3%
GIA
13
Gladstone Institutional Advisory
Florida
$5.87M -$69.9K -1,235 -1%
BWM
14
Benchmark Wealth Management
Connecticut
$4.69M -$10.4K -184 -0.2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.42M -$492K -8,694 -9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.04M +$421K +7,448 +11%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.52M +$1.83M +32,383 +91%
Wells Fargo
18
Wells Fargo
California
$3.17M +$114K +2,012 +3%
BAMG
19
Brand Asset Management Group
Missouri
$3.16M -$351K -6,198 -9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.95M -$72.9K -1,288 -2%
CAG
21
Crestwood Advisors Group
Massachusetts
$2.85M -$54K -955 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.23M -$774K -13,676 -24%
FTUS
23
Flow Traders U.S.
New York
$2.09M +$2.28M +40,287 New
WCF
24
West Coast Financial
California
$1.86M -$75.4K -1,332 -4%
JWCA
25
J.W. Cole Advisors
Florida
$1.8M -$106K -1,870 -5%