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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$36.1M -$318K -5,789 -0.9%
Ameriprise
2
Ameriprise
Minnesota
$25.3M -$2.72M -49,433 -10%
Morgan Stanley
3
Morgan Stanley
New York
$23M -$635K -11,548 -3%
LPL Financial
4
LPL Financial
California
$10.8M -$336K -6,106 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.46M -$176K -3,193 -2%
Bank of America
6
Bank of America
North Carolina
$8.45M -$359K -6,528 -4%
AAS
7
Avantax Advisory Services
Texas
$8.44M +$122K +2,212 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.08M +$833K +15,142 +14%
JP Morgan Chase
9
JP Morgan Chase
New York
$6.98M -$411K -7,468 -6%
UBS Group
10
UBS Group
Switzerland
$6.43M -$544K -9,893 -8%
GIA
11
Gladstone Institutional Advisory
Florida
$6.3M +$5.77K +105 +0.1%
Corient Private Wealth
12
Corient Private Wealth
Florida
$5.5M -$317K -5,767 -6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.26M +$913K +16,600 +22%
BWM
14
Benchmark Wealth Management
Connecticut
$4.63M -$84.9K -1,543 -2%
MFG
15
Merit Financial Group
Georgia
$3.98M +$13.3K +241 +0.3%
BAMG
16
Brand Asset Management Group
Missouri
$3.34M -$90.4K -1,643 -3%
CAG
17
Crestwood Advisors Group
Massachusetts
$3.06M -$12.2K -221 -0.4%
Wells Fargo
18
Wells Fargo
California
$3.02M -$59.4K -1,080 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.87M -$176K -3,202 -6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.24M +$112K +2,032 +5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.19M -$103K -1,864 -5%
VFPW
22
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.98M +$1.93M +35,030 New
IFG
23
Independent Financial Group
California
$1.8M +$28.5K +518 +2%
WCF
24
West Coast Financial
California
$1.78M -$69.2K -1,258 -4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.7M +$22.5K +410 +1%