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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$33M -$3.68M -59,878 -11%
Ameriprise
2
Ameriprise
Minnesota
$30.8M +$1.81M +29,500 +7%
Morgan Stanley
3
Morgan Stanley
New York
$27M +$555K +9,030 +2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.2M -$253K -4,113 -2%
LPL Financial
5
LPL Financial
California
$12.9M -$305K -4,954 -2%
AAS
6
Avantax Advisory Services
Texas
$10.9M +$804K +13,072 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.1M +$562K +9,141 +6%
JWM
8
Jackson Wealth Management
Florida
$9.95M +$9.3M +151,288 New
Bank of America
9
Bank of America
North Carolina
$9.27M -$325K -5,288 -4%
JP Morgan Chase
10
JP Morgan Chase
New York
$8.48M +$390K +6,351 +5%
Wells Fargo
11
Wells Fargo
California
$7.38M +$3.35M +54,575 +95%
UBS Group
12
UBS Group
Switzerland
$6.56M +$48.4K +787 +0.8%
GIA
13
Gladstone Institutional Advisory
Florida
$6.34M -$7.99K -130 -0.1%
Corient Private Wealth
14
Corient Private Wealth
Florida
$6M +$147K +2,394 +3%
BWM
15
Benchmark Wealth Management
Connecticut
$4.63M -$10.9K -177 -0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.6M -$562K -9,136 -12%
MFG
17
Merit Financial Group
Georgia
$4.53M -$175K -2,854 -4%
BAMG
18
Brand Asset Management Group
Missouri
$3.78M -$39.5K -643 -1%
CAG
19
Crestwood Advisors Group
Massachusetts
$3.26M -$84.8K -1,380 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.23M +$151K +2,458 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.11M -$1.91M -31,109 -40%
AssetMark Inc
22
AssetMark Inc
California
$3.09M +$2.8M +45,573 +3,134%
Citadel Advisors
23
Citadel Advisors
Florida
$2.6M +$1.3M +21,154 +116%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2.52M +$181K +2,941 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.5M -$122K -1,986 -5%