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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$102M +$80.2M +982,931 +353%
AI
2
AdvisorShares Investments
Maryland
$41.1M +$10.9M +134,191 +36%
Morgan Stanley
3
Morgan Stanley
New York
$40.5M -$799K -9,790 -2%
Wells Fargo
4
Wells Fargo
California
$40.1M +$10.7M +130,531 +36%
Ameriprise
5
Ameriprise
Minnesota
$32.9M -$570K -6,981 -2%
EH
6
Equitable Holdings
New York
$32M -$3.53M -43,236 -10%
Osaic Holdings
7
Osaic Holdings
Arizona
$29.4M +$12.4M +152,050 +72%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$14.1M -$1.08M -13,253 -7%
Bank of America
9
Bank of America
North Carolina
$14M +$160K +1,964 +1%
AAS
10
Avantax Advisory Services
Texas
$13M +$6.61K +81 +0.1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.5M +$11.1K +136 +0.1%
JP Morgan Chase
12
JP Morgan Chase
New York
$11.6M +$316K +3,868 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$10.9M +$11M +134,745 New
GIA
14
Gladstone Institutional Advisory
Florida
$10.4M -$450K -5,514 -4%
UBS Group
15
UBS Group
Switzerland
$8.96M -$25.5K -312 -0.3%
PAG
16
Private Advisor Group
New Jersey
$8.79M -$1.76M -21,516 -17%
Corient Private Wealth
17
Corient Private Wealth
Florida
$7.6M -$785K -9,622 -9%
BWM
18
Benchmark Wealth Management
Connecticut
$5.41M +$979 +12 +0%
MFG
19
Merit Financial Group
Georgia
$5.37M +$35.9K +440 +0.7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.49M -$1.54M -18,865 -25%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.35M -$148K -1,812 -3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.9M -$92.7K -1,136 -2%
BAMG
23
Brand Asset Management Group
Missouri
$3.75M -$781K -9,570 -17%
CAG
24
Crestwood Advisors Group
Massachusetts
$3.55M -$7.92K -97 -0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.47M -$53K -650 -1%