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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$38.3M -$790K -13,692 -2%
Ameriprise
2
Ameriprise
Minnesota
$27.2M -$220K -3,810 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$25.1M +$171K +2,960 +0.7%
LPL Financial
4
LPL Financial
California
$12M +$268K +4,641 +2%
AAS
5
Avantax Advisory Services
Texas
$9.22M +$71.5K +1,239 +0.8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.03M -$122K -2,116 -1%
Bank of America
7
Bank of America
North Carolina
$8.95M -$183K -3,166 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$7.41M -$141K -2,444 -2%
GIA
9
Gladstone Institutional Advisory
Florida
$6.05M -$726K -12,580 -11%
UBS Group
10
UBS Group
Switzerland
$5.97M -$939K -16,267 -14%
Corient Private Wealth
11
Corient Private Wealth
Florida
$5.56M -$370K -6,409 -7%
BWM
12
Benchmark Wealth Management
Connecticut
$4.87M -$102K -1,768 -2%
MFG
13
Merit Financial Group
Georgia
$4.34M +$30K +520 +0.7%
BAMG
14
Brand Asset Management Group
Missouri
$3.6M -$8.14K -141 -0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.5M -$3.93M -68,176 -54%
AssetMark Inc
16
AssetMark Inc
California
$3.19M +$3.02M +52,256 +217,733%
CAG
17
Crestwood Advisors Group
Massachusetts
$3.15M -$153K -2,659 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.12M -$2.43M -42,139 -45%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.04M -$67.9K -1,177 -2%
Wells Fargo
20
Wells Fargo
California
$2.83M -$410K -7,111 -13%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.77M +$324K +5,616 +14%
QS
22
Quantitative Strategies
California
$2.5M +$2.36M +40,862 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.35M -$11.5K -200 -0.5%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.19M +$803K +13,913 +64%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.1M +$248K +4,299 +14%