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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.44M +$1.57M +40,256 New
AI
27
Atria Investments
North Carolina
$1.43M +$82.7K +2,120 +6%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$1.16M +29,616 +842%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.03M -$139K -3,572 -11%
RT
30
Rockland Trust
Massachusetts
$1.01M +$1.1M +28,272 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$991K -$814K -20,880 -43%
SWM
32
SeaCrest Wealth Management
New York
$976K +$312 +8 +0%
TA
33
Tiedemann Advisors
New York
$844K
TRCT
34
Tower Research Capital (TRC)
New York
$839K -$260K -6,672 -22%
CAN
35
Cetera Advisor Networks
California
$825K +$124K +3,180 +16%
IA
36
IFP Advisors
Florida
$817K -$115K -2,952 -11%
DIA
37
Dana Investment Advisors
Wisconsin
$814K
HighTower Advisors
38
HighTower Advisors
Illinois
$678K -$143K -3,668 -16%
GRP
39
Global Retirement Partners
California
$597K +$13.4K +344 +2%
VFA
40
Voya Financial Advisors
Connecticut
$586K +$22.9K +588 +4%
TSS
41
Two Sigma Securities
New York
$582K +$637K +16,332 New
CFGS
42
Concourse Financial Group Securities
Alabama
$569K +$595K +15,252 +2,118%
WMA
43
Wealth Management Associates
New Jersey
$558K +$611K +15,656 New
CA
44
Cetera Advisors
Colorado
$539K +$597K +15,296 New
FCAG
45
First Capital Advisors Group
New Jersey
$510K -$4.36M -111,784 -89%
IWM
46
IHT Wealth Management
Illinois
$489K -$143K -3,656 -21%
LCM
47
Liberty Capital Management
Michigan
$437K
GG
48
GenWealth Group
New Jersey
$421K
LC
49
Landaas & Company
Wisconsin
$405K +$48.7K +1,248 +12%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$396K +$3.28K +84 +0.8%