We are live on ! Find out more
EUSA icon

iShares MSCI USA Equal Weighted ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
51
Essex Financial Services
Connecticut
$319K +$322K +4,226 New
Aspiriant LLC
52
Aspiriant LLC
California
$298K – – –
Raymond James Financial Services Advisors
53
Raymond James Financial Services Advisors
Florida
$290K -$23K -302 -7%
RWG
54
Regal Wealth Group
California
$275K +$761 +10 +0.3%
Creative Planning
55
Creative Planning
Kansas
$260K -$1.52K -20 -0.6%
TCA
56
Transcend Capital Advisors
New Jersey
$223K +$225K +2,949 New
OHWP
57
Oak Harbor Wealth Partners
North Carolina
$214K -$93.8K -1,232 -30%
Capital Analysts LLC
58
Capital Analysts LLC
Pennsylvania
$203K – – –
CCA
59
Column Capital Advisors
Indiana
$188K – – –
HS
60
Horan Securities
United States
$139K – – –
FWP
61
FAS Wealth Partners
Kansas
$136K – – –
CWP
62
Concord Wealth Partners
Virginia
$113K +$38.1K +500 +50%
JP Morgan Chase
63
JP Morgan Chase
New York
$57.4K -$1.07K -14 -2%
CFGS
64
Concourse Financial Group Securities
Alabama
$48.9K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$45.4K -$152 -2 -0.3%
Ameritas Advisory Services
66
Ameritas Advisory Services
Nebraska
$30.2K +$30.5K +400 New
Advisory Services Network
67
Advisory Services Network
Georgia
$11.7K – – –
APC
68
Aspire Private Capital
North Carolina
$6.3K +$6.32K +83 New
CIA
69
Cape Investment Advisory
Georgia
$6.27K +$6.32K +83 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$5.67K +$5.71K +75 New
Global Retirement Partners
71
Global Retirement Partners
California
$5.16K – – –
GWS
72
Glassman Wealth Services
Virginia
$1.36K – – –
AssetMark Inc
73
AssetMark Inc
California
– -$1.17M -15,983 Closed
SB
74
Strategic Blueprint
Georgia
– -$919K -12,600 Closed
InterOcean Capital Group
75
InterOcean Capital Group
Tennessee
– -$801K -10,976 Closed