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iShares MSCI USA Equal Weighted ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Centaurus Financial
California
$798K -$19.2K -218 -2%
OneDigital Investment Advisors
52
OneDigital Investment Advisors
Kansas
$782K +$782K +8,860 New
Capital Analysts LLC
53
Capital Analysts LLC
Pennsylvania
$714K – – –
YIA
54
YHB Investment Advisors
Connecticut
$680K – – –
Global Retirement Partners
55
Global Retirement Partners
California
$679K +$10.8K +123 +2%
Hirtle Callaghan & Co
56
Hirtle Callaghan & Co
Pennsylvania
$657K +$657K +7,450 New
TWM
57
Tolleson Wealth Management
Texas
$656K – – –
William Blair & Company
58
William Blair & Company
Illinois
$632K +$8.82K +100 +1%
GA
59
GSG Advisors
New Jersey
$607K – – –
FF
60
Farrell Financial
New York
$601K +$1.85K +21 +0.3%
Ameriprise
61
Ameriprise
Minnesota
$570K +$302K +3,423 +113%
Stifel Financial
62
Stifel Financial
Missouri
$544K -$43.1K -489 -7%
Wealthspire Advisors (New York)
63
Wealthspire Advisors (New York)
New York
$511K – – –
Citigroup
64
Citigroup
New York
$508K -$50.5K -573 -9%
NewEdge Advisors
65
NewEdge Advisors
Louisiana
$473K +$42.4K +481 +10%
CWM
66
Cornerstone Wealth Management
Missouri
$436K -$353 -4 -0.1%
Klingenstein Fields & Co
67
Klingenstein Fields & Co
New York
$418K – – –
Congress Wealth Management
68
Congress Wealth Management
Massachusetts
$417K +$416K +4,720 New
EP Wealth Advisors
69
EP Wealth Advisors
California
$409K +$75K +850 +22%
WP
70
WealthShield Partners
North Carolina
$390K -$19.5K -221 -5%
Raymond James Financial Services Advisors
71
Raymond James Financial Services Advisors
Florida
$328K +$265 +3 +0.1%
Creative Planning
72
Creative Planning
Kansas
$326K – – –
Advisory Services Network
73
Advisory Services Network
Georgia
$309K +$309K +3,505 New
FPW
74
Flagship Private Wealth
Massachusetts
$284K -$194K -2,202 -41%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$283K -$15.4K -175 -5%