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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
$40.3M +$2.74M +35,827 +8%
EH
2
Equitable Holdings
New York
$34.6M -$1.01M -13,163 -3%
Ameriprise
3
Ameriprise
Minnesota
$32.7M -$886K -11,603 -3%
AI
4
AdvisorShares Investments
Maryland
$29.5M +$28.4M +371,920 New
Wells Fargo
5
Wells Fargo
California
$28.8M +$19.5M +255,970 +237%
LPL Financial
6
LPL Financial
California
$22.1M +$7.39M +96,808 +53%
Osaic Holdings
7
Osaic Holdings
Arizona
$16.6M +$9.96M +130,451 +164%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$14.8M -$424K -5,553 -3%
Bank of America
9
Bank of America
North Carolina
$13.5M +$3.38M +44,315 +35%
AAS
10
Avantax Advisory Services
Texas
$12.7M +$17.4K +228 +0.1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.2M +$873K +11,437 +8%
JP Morgan Chase
12
JP Morgan Chase
New York
$11M +$1.32M +17,260 +14%
GIA
13
Gladstone Institutional Advisory
Florida
$10.6M +$3.07M +40,192 +43%
PAG
14
Private Advisor Group
New Jersey
$10.3M +$8.89M +116,378 +867%
UBS Group
15
UBS Group
Switzerland
$8.77M +$92.7K +1,214 +1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$8.46M +$6.15M +80,503 +306%
Corient Private Wealth
17
Corient Private Wealth
Florida
$8.18M +$1.08M +14,112 +16%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.87M +$2.58M +33,836 +84%
BWM
19
Benchmark Wealth Management
Connecticut
$5.28M -$3.89K -51 -0.1%
MFG
20
Merit Financial Group
Georgia
$5.2M -$13.4K -176 -0.3%
BAMG
21
Brand Asset Management Group
Missouri
$4.42M -$21.2K -277 -0.5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.39M +$757K +9,912 +22%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.89M -$180K -2,353 -5%
CAG
24
Crestwood Advisors Group
Massachusetts
$3.48M -$48.1K -630 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.44M -$6.03K -79 -0.2%