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iShares Morningstar US Equity ETF
ILCB

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
1
Equitable Holdings
New York
$34M -$21.2K -401 -0.1%
Ameriprise
2
Ameriprise
Minnesota
$26.3M -$1.76M -33,333 -6%
Morgan Stanley
3
Morgan Stanley
New York
$22.1M +$52K +982 +0.2%
LPL Financial
4
LPL Financial
California
$10.4M -$162K -3,057 -2%
Bank of America
5
Bank of America
North Carolina
$8.23M -$169K -3,184 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.06M -$688K -12,997 -8%
AAS
7
Avantax Advisory Services
Texas
$7.76M +$565K +10,668 +8%
JP Morgan Chase
8
JP Morgan Chase
New York
$6.91M -$273K -5,158 -4%
UBS Group
9
UBS Group
Switzerland
$6.53M +$238K +4,488 +4%
GIA
10
Gladstone Institutional Advisory
Florida
$5.87M +$2.65K +50 +0%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.81M -$272K -5,130 -4%
BWM
12
Benchmark Wealth Management
Connecticut
$4.37M -$20.8K -393 -0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.03M +$792K +14,953 +24%
MFG
14
Merit Financial Group
Georgia
$3.7M +$42.8K +808 +1%
BAMG
15
Brand Asset Management Group
Missouri
$3.2M -$3.6K -68 -0.1%
Wells Fargo
16
Wells Fargo
California
$2.87M -$171K -3,238 -6%
CAG
17
Crestwood Advisors Group
Massachusetts
$2.87M +$23.3K +440 +0.8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.85M -$50.7K -957 -2%
Citadel Advisors
19
Citadel Advisors
Florida
$2.38M +$2.39M +45,152 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.14M -$113K -2,140 -5%
AT
21
American Trust
Kentucky
$2.01M +$44.9K +848 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.98M +$170K +3,213 +9%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.83M -$307K -5,798 -14%
JWCA
24
J.W. Cole Advisors
Florida
$1.74M -$55.5K -1,048 -3%
WCF
25
West Coast Financial
California
$1.72M -$142K -2,688 -8%
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