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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$33.1M -$3.97M -64,759 -10%
Ameriprise
2
Ameriprise
Minnesota
$25.9M -$355K -5,779 -1%
Morgan Stanley
3
Morgan Stanley
New York
$23.7M -$568K -9,256 -2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$12.9M +$13.5M +219,312 New
LPL Financial
5
LPL Financial
California
$11.8M +$286K +4,667 +2%
AAS
6
Avantax Advisory Services
Texas
$8.96M +$77.3K +1,260 +0.8%
Bank of America
7
Bank of America
North Carolina
$8.62M -$19.1K -311 -0.2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.49M -$230K -3,746 -3%
JP Morgan Chase
9
JP Morgan Chase
New York
$7.22M +$79.3K +1,293 +1%
UBS Group
10
UBS Group
Switzerland
$5.83M +$68.6K +1,118 +1%
GIA
11
Gladstone Institutional Advisory
Florida
$5.69M -$157K -2,555 -3%
Corient Private Wealth
12
Corient Private Wealth
Florida
$5.23M -$140K -2,288 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.66M +$1.34M +21,842 +38%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.61M +$1.67M +27,303 +53%
MFG
15
Merit Financial Group
Georgia
$4.23M +$39.2K +639 +0.9%
BWM
16
Benchmark Wealth Management
Connecticut
$4.16M -$561K -9,146 -11%
BAMG
17
Brand Asset Management Group
Missouri
$3.42M -$54K -881 -1%
Wells Fargo
18
Wells Fargo
California
$3.4M +$694K +11,315 +24%
CAG
19
Crestwood Advisors Group
Massachusetts
$3M -$40.5K -660 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.74M -$192K -3,125 -6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.35M -$328K -5,351 -12%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.24M -$29K -472 -1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.08M +$53.3K +868 +3%
QS
24
Quantitative Strategies
California
$2.05M -$374K -6,101 -15%
IFG
25
Independent Financial Group
California
$1.96M +$18.1K +295 +0.9%