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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 -$3.1M -44,988 -9%
Ameriprise
2
Ameriprise
Minnesota
$33M -$959K -13,919 -3%
Morgan Stanley
3
Morgan Stanley
New York
$31.7M +$1.84M +26,739 +7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15.4M -$185K -2,684 -1%
LPL Financial
5
LPL Financial
California
$13.4M -$736K -10,693 -5%
AAS
6
Avantax Advisory Services
Texas
$11.3M -$671K -9,746 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.8M -$331K -4,809 -3%
Bank of America
8
Bank of America
North Carolina
$9.91M -$294K -4,274 -3%
JP Morgan Chase
9
JP Morgan Chase
New York
$8.36M -$937K -13,603 -11%
Wells Fargo
10
Wells Fargo
California
$8.35M +$205K +2,973 +3%
UBS Group
11
UBS Group
Switzerland
$7.97M +$710K +10,311 +10%
GIA
12
Gladstone Institutional Advisory
Florida
$6.84M -$139K -2,015 -2%
Corient Private Wealth
13
Corient Private Wealth
Florida
$6.59M -$15.4K -223 -0.2%
BWM
14
Benchmark Wealth Management
Connecticut
$4.83M -$257K -3,729 -5%
MFG
15
Merit Financial Group
Georgia
$4.65M -$221K -3,211 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.44M -$603K -8,755 -13%
BAMG
17
Brand Asset Management Group
Missouri
$4.15M -$14.8K -215 -0.4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.77M +$1.09M +15,804 +44%
CAG
19
Crestwood Advisors Group
Massachusetts
$3.56M -$28.2K -410 -0.8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.43M -$123K -1,780 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.14M -$266K -3,864 -8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.83M +$73.6K +1,069 +3%
QS
23
Quantitative Strategies
California
$2.59M +$23.7K +344 +1%
IFG
24
Independent Financial Group
California
$2.38M -$29.6K -430 -1%
AWS
25
Atria Wealth Solutions
New York
$1.98M +$228K +3,304 +14%