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iShares MSCI USA Equal Weighted ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
76
Bay Capital Advisors
Virginia
$524K -$58.1K -600 -10%
DWA
77
Delta Wealth Advisors
Indiana
$482K -$233K -2,408 -32%
WealthShield Partners
78
WealthShield Partners
North Carolina
$475K +$7.46K +77 +2%
One Wealth Advisors
79
One Wealth Advisors
California
$458K +$474K +4,896 New
CWM
80
Cornerstone Wealth Management
Missouri
$453K -$5.62K -58 -1%
Congress Wealth Management
81
Congress Wealth Management
Massachusetts
$452K +$97 +1 +0%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$445K +$73.7K +761 +19%
Klingenstein Fields & Co
83
Klingenstein Fields & Co
New York
$443K – – –
FF
84
Finley Financial
Nevada
$440K +$465K +4,800 New
EP Wealth Advisors
85
EP Wealth Advisors
California
$434K +$4.07K +42 +0.9%
Equitable Holdings
86
Equitable Holdings
New York
$404K +$113K +1,168 +37%
Creative Planning
87
Creative Planning
Kansas
$345K – – –
Advisory Services Network
88
Advisory Services Network
Georgia
$342K +$14.5K +150 +4%
Crescent Grove Advisors
89
Crescent Grove Advisors
Illinois
$324K +$77.2K +797 +30%
William Blair & Company
90
William Blair & Company
Illinois
$323K – – –
Gallagher Fiduciary Advisors
91
Gallagher Fiduciary Advisors
Illinois
$302K +$312K +3,225 New
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$298K -$30K -310 -9%
Wealthspire Advisors (New York)
93
Wealthspire Advisors (New York)
New York
$276K -$49.2K -508 -15%
Virtu Financial
94
Virtu Financial
New York
$270K +$280K +2,888 New
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$243K – – –
Vontobel Holding
96
Vontobel Holding
Switzerland
$235K +$243K +2,513 New
Centaurus Financial
97
Centaurus Financial
California
$229K -$17.4K -180 -7%
Moors & Cabot
98
Moors & Cabot
Massachusetts
$221K +$229K +2,366 New
B. Riley Wealth Advisors
99
B. Riley Wealth Advisors
Florida
$218K +$226K +2,331 New
OHWP
100
Oak Harbor Wealth Partners
North Carolina
$216K – – –