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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
$51.7M +$565K +6,034 +1%
ETC
2
Exchange Traded Concepts
Oklahoma
$49.1M +$4.58M +48,866 +10%
Ameriprise
3
Ameriprise
Minnesota
$48.6M +$19.8K +211 +0%
EH
4
Equitable Holdings
New York
$36.2M +$27.6K +295 +0.1%
LPL Financial
5
LPL Financial
California
$23.3M +$3.67M +39,225 +19%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$19.7M +$1.04M +11,151 +6%
JP Morgan Chase
7
JP Morgan Chase
New York
$16.2M +$617K +6,587 +4%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$15.9M -$35.9K -383 -0.2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$12.2M -$340K -3,630 -3%
Raymond James Financial
10
Raymond James Financial
Florida
$10.4M +$6.49M +69,338 +170%
Bank of America
11
Bank of America
North Carolina
$9.53M -$103K -1,105 -1%
UBS Group
12
UBS Group
Switzerland
$9.45M -$261K -2,787 -3%
WFL
13
Wealth Forward LLC
North Dakota
$9.27M +$108K +1,156 +1%
Corient Private Wealth
14
Corient Private Wealth
Florida
$8.78M +$363K +3,875 +4%
CFWMA
15
Center for Wealth Management Advisory
Ohio
$8.73M +$8.66M +92,466 New
GIA
16
Gladstone Institutional Advisory
Florida
$8.01M -$122K -1,305 -2%
Wells Fargo
17
Wells Fargo
California
$7.96M -$10.1K -108 -0.1%
MFG
18
Merit Financial Group
Georgia
$6.94M +$201K +2,149 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$6.91M -$16.5M -175,872 -71%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$6.01M -$164K -1,756 -3%
Goldman Sachs
21
Goldman Sachs
New York
$4.35M -$2.73M -29,146 -39%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.22M -$35.9K -383 -0.8%
CFS
23
Commonwealth Financial Services
West Virginia
$4.07M +$155K +1,652 +4%
CAG
24
Crestwood Advisors Group
Massachusetts
$4.03M +$281 +3 +0%
BAMG
25
Brand Asset Management Group
Missouri
$3.77M -$270K -2,888 -7%
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