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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.6M -$9.22K -240 -0.6%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.47M
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.4M +$233K +6,068 +21%
SWM
29
SeaCrest Wealth Management
New York
$1.1M +$154 +4 +0%
RT
30
Rockland Trust
Massachusetts
$1.08M -$44.2K -1,152 -4%
GLA
31
Good Life Advisors
Pennsylvania
$947K -$3.65M -95,164 -80%
TA
32
Tiedemann Advisors
New York
$947K
CAN
33
Cetera Advisor Networks
California
$857K -$63.4K -1,652 -7%
HighTower Advisors
34
HighTower Advisors
Illinois
$751K -$5.22K -136 -0.7%
VFA
35
Voya Financial Advisors
Connecticut
$677K +$16.6K +432 +3%
GRP
36
Global Retirement Partners
California
$670K
WMA
37
Wealth Management Associates
New Jersey
$639K +$12.6K +328 +2%
EFSCE
38
Enterprise Financial Services Corp (EFSC)
Missouri
$619K +$594K +15,468 New
IWM
39
IHT Wealth Management
Illinois
$616K +$64.8K +1,688 +12%
CFGS
40
Concourse Financial Group Securities
Alabama
$613K -$24K -624 -4%
DIA
41
Dana Investment Advisors
Wisconsin
$599K -$302K -7,860 -34%
CA
42
Cetera Advisors
Colorado
$594K -$15.4K -400 -3%
GG
43
GenWealth Group
New Jersey
$544K +$63K +1,640 +14%
LCM
44
Liberty Capital Management
Michigan
$490K
Jane Street
45
Jane Street
New York
$466K +$159K +4,144 +55%
TC
46
TAP Consulting
Missouri
$435K +$418K +10,876 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$420K -$26.7K -696 -6%
LC
48
Landaas & Company
Wisconsin
$417K -$35.9K -936 -8%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$413K +$33.6K +876 +9%
AMG
50
Asset Management Group
Connecticut
$370K +$1.69K +44 +0.5%