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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.6M +$2.58M +35,664 +8%
EH
2
Equitable Holdings
New York
$33.8M -$498K -6,893 -2%
Ameriprise
3
Ameriprise
Minnesota
$31.9M -$2.23M -30,794 -7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.5M -$1.46M -20,187 -9%
LPL Financial
5
LPL Financial
California
$13.7M -$246K -3,404 -2%
AAS
6
Avantax Advisory Services
Texas
$12.1M +$359K +4,961 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.7M -$420K -5,804 -4%
Bank of America
8
Bank of America
North Carolina
$9.46M -$788K -10,893 -8%
JP Morgan Chase
9
JP Morgan Chase
New York
$9.15M +$462K +6,385 +6%
UBS Group
10
UBS Group
Switzerland
$8.23M -$39.8K -551 -0.5%
Wells Fargo
11
Wells Fargo
California
$8.11M -$532K -7,356 -6%
GIA
12
Gladstone Institutional Advisory
Florida
$7.01M -$79.6K -1,100 -1%
Corient Private Wealth
13
Corient Private Wealth
Florida
$6.7M -$136K -1,881 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.98M +$1.33M +18,374 +30%
BWM
15
Benchmark Wealth Management
Connecticut
$5.02M +$2.89K +40 +0.1%
MFG
16
Merit Financial Group
Georgia
$4.95M +$11.9K +165 +0.3%
BAMG
17
Brand Asset Management Group
Missouri
$4.22M -$84.8K -1,172 -2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.87M -$36.5K -505 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.42M -$129K -1,781 -4%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.35M -$331K -4,576 -9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.27M +$8.68K +120 +0.3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.03M +$89.5K +1,237 +3%
QS
23
Quantitative Strategies
California
$2.71M +$21K +290 +0.8%
IFG
24
Independent Financial Group
California
$2.59M +$120K +1,661 +5%
Citadel Advisors
25
Citadel Advisors
Florida
$2.46M +$1.07M +14,825 +83%