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iShares Morningstar US Equity ETF
ILCB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$45.1M +$650K +8,207 +2%
Ameriprise
2
Ameriprise
Minnesota
$42.4M +$1.35M +16,996 +4%
EH
3
Equitable Holdings
New York
$32.9M +$8.55K +108 +0%
ETC
4
Exchange Traded Concepts
Oklahoma
$23.4M +$21.6M +272,912 New
Osaic Holdings
5
Osaic Holdings
Arizona
$23.1M +$1.19M +15,075 +6%
LPL Financial
6
LPL Financial
California
$15.8M -$391K -4,945 -3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$14.4M -$1.02M -12,899 -7%
AAS
8
Avantax Advisory Services
Texas
$13M -$357K -4,511 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.9M -$94.8K -1,197 -0.9%
JP Morgan Chase
10
JP Morgan Chase
New York
$11.1M -$604K -7,631 -6%
Bank of America
11
Bank of America
North Carolina
$9.4M +$119K +1,498 +1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$9.08M +$8.38M +105,849 New
UBS Group
13
UBS Group
Switzerland
$8.99M -$605K -7,641 -7%
Wells Fargo
14
Wells Fargo
California
$7.8M -$302K -3,815 -4%
Corient Private Wealth
15
Corient Private Wealth
Florida
$7.71M -$8.11M -102,468 -53%
GIA
16
Gladstone Institutional Advisory
Florida
$7.48M -$28.9K -365 -0.4%
ECA
17
Elevation Capital Advisory
Oregon
$7.05M -$466K -5,893 -7%
Goldman Sachs
18
Goldman Sachs
New York
$7M +$2.81M +35,497 +77%
MFG
19
Merit Financial Group
Georgia
$6.1M +$383K +4,844 +7%
BWM
20
Benchmark Wealth Management
Connecticut
$5.54M +$3.48K +44 +0.1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.88M +$105K +1,331 +3%
BAMG
22
Brand Asset Management Group
Missouri
$3.74M -$160K -2,016 -4%
CAG
23
Crestwood Advisors Group
Massachusetts
$3.68M -$11.6K -147 -0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.63M -$422K -5,325 -11%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.48M -$388K -4,897 -11%
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