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iShares MSCI USA Equal Weighted ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Global Retirement Partners
51
Global Retirement Partners
California
$840K +$99.3K +1,086 +14%
Capital Analysts LLC
52
Capital Analysts LLC
Pennsylvania
$774K – – –
YIA
53
YHB Investment Advisors
Connecticut
$737K – – –
TWM
54
Tolleson Wealth Management
Texas
$711K – – –
FF
55
Farrell Financial
New York
$666K -$10.7K -117 -2%
GA
56
GSG Advisors
New Jersey
$659K – – –
NewEdge Advisors
57
NewEdge Advisors
Louisiana
$638K +$119K +1,306 +24%
Ameriprise
58
Ameriprise
Minnesota
$565K -$51.6K -564 -9%
Wealthspire Advisors (New York)
59
Wealthspire Advisors (New York)
New York
$529K -$23.9K -261 -5%
CWM
60
Cornerstone Wealth Management
Missouri
$473K -$732 -8 -0.2%
Klingenstein Fields & Co
61
Klingenstein Fields & Co
New York
$454K – – –
EP Wealth Advisors
62
EP Wealth Advisors
California
$440K -$2.74K -30 -0.6%
WP
63
WealthShield Partners
North Carolina
$399K -$23.3K -255 -6%
Creative Planning
64
Creative Planning
Kansas
$353K – – –
William Blair & Company
65
William Blair & Company
Illinois
$330K -$340K -3,715 -52%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$313K +$299K +3,274 New
TCA
67
Transcend Capital Advisors
New Jersey
$309K +$14.8K +162 +5%
Advisory Services Network
68
Advisory Services Network
Georgia
$309K – – –
FPW
69
Flagship Private Wealth
Massachusetts
$308K +$183 +2 +0.1%
Avantax Advisory Services
70
Avantax Advisory Services
Texas
$282K +$270K +2,950 New
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$282K +$50.2K +549 +23%
Osaic Holdings
72
Osaic Holdings
Arizona
$277K -$650K -7,107 -71%
CF
73
Centaurus Financial
California
$272K -$567K -6,205 -69%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$271K -$33.8K -370 -12%
Equitable Holdings
75
Equitable Holdings
New York
$252K +$16.6K +182 +7%