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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
$40M +$1.52M +18,700 +4%
Ameriprise
2
Ameriprise
Minnesota
$36.9M +$5.8M +71,260 +18%
EH
3
Equitable Holdings
New York
$29.7M -$789K -9,684 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$19.6M -$8.78M -107,835 -30%
Corient Private Wealth
5
Corient Private Wealth
Florida
$14.9M +$8.04M +98,744 +106%
LPL Financial
6
LPL Financial
California
$14.6M -$87.4M -1,072,885 -85%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$13.9M +$484K +5,939 +3%
AAS
8
Avantax Advisory Services
Texas
$12M -$432K -5,298 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.8M -$1.13M -13,861 -9%
JP Morgan Chase
10
JP Morgan Chase
New York
$10.6M -$467K -5,732 -4%
UBS Group
11
UBS Group
Switzerland
$8.69M +$172K +2,111 +2%
Bank of America
12
Bank of America
North Carolina
$8.35M -$5.21M -64,020 -37%
Wells Fargo
13
Wells Fargo
California
$7.32M -$32.6M -399,682 -81%
ECA
14
Elevation Capital Advisory
Oregon
$6.8M +$7.17M +88,050 New
GIA
15
Gladstone Institutional Advisory
Florida
$6.77M -$3.29M -40,404 -32%
MFG
16
Merit Financial Group
Georgia
$5.12M +$15.7K +193 +0.3%
BWM
17
Benchmark Wealth Management
Connecticut
$4.98M -$180K -2,209 -3%
Citadel Advisors
18
Citadel Advisors
Florida
$4.49M +$2.48M +30,469 +110%
Raymond James Financial
19
Raymond James Financial
Florida
$4.22M -$6.52M -80,076 -59%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.68M +$400K +4,906 +11%
Goldman Sachs
21
Goldman Sachs
New York
$3.56M +$3.76M +46,115 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.56M -$754K -9,262 -17%
BAMG
23
Brand Asset Management Group
Missouri
$3.52M -$53.9K -662 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.51M -$661K -8,117 -15%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.4M -$331K -4,065 -8%