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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
$50M +$1.36M +15,296 +3%
Ameriprise
2
Ameriprise
Minnesota
$47.6M +$1.82M +20,495 +4%
ETC
3
Exchange Traded Concepts
Oklahoma
$43.5M +$17.6M +198,091 +73%
EH
4
Equitable Holdings
New York
$35.4M -$101K -1,131 -0.3%
Osaic Holdings
5
Osaic Holdings
Arizona
$22.4M -$1.8M -20,252 -8%
LPL Financial
6
LPL Financial
California
$19.2M +$2.1M +23,575 +13%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$18.2M +$13.5M +151,925 +336%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$15.4M -$61.1K -687 -0.4%
JP Morgan Chase
9
JP Morgan Chase
New York
$15.3M +$3.2M +35,995 +28%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12.3M -$581K -6,538 -5%
UBS Group
11
UBS Group
Switzerland
$9.51M -$173K -1,948 -2%
Bank of America
12
Bank of America
North Carolina
$9.43M -$669K -7,519 -7%
WFL
13
Wealth Forward LLC
North Dakota
$8.97M +$8.64M +97,108 New
Corient Private Wealth
14
Corient Private Wealth
Florida
$8.24M -$63.9K -719 -0.8%
GIA
15
Gladstone Institutional Advisory
Florida
$7.97M -$89.7K -1,009 -1%
Wells Fargo
16
Wells Fargo
California
$7.81M -$573K -6,441 -7%
Goldman Sachs
17
Goldman Sachs
New York
$6.95M -$566K -6,367 -8%
MFG
18
Merit Financial Group
Georgia
$6.59M +$16.5K +186 +0.3%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$6.05M -$3.59M -40,416 -38%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.17M +$245K +2,759 +7%
BAMG
21
Brand Asset Management Group
Missouri
$3.96M -$63.6K -715 -2%
CAG
22
Crestwood Advisors Group
Massachusetts
$3.94M -$22K -247 -0.6%
CFS
23
Commonwealth Financial Services
West Virginia
$3.83M +$2.24M +25,134 +154%
Raymond James Financial
24
Raymond James Financial
Florida
$3.76M +$459K +5,163 +15%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.44M -$297K -3,338 -8%