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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$1.45M +$1.37M +33,264 New
IFG
27
Independent Financial Group
California
$1.44M -$6.12K -148 -0.4%
PAG
28
Private Advisor Group
New Jersey
$1.32M -$174K -4,212 -12%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.22M -$3.52M -85,260 -75%
Citigroup
30
Citigroup
New York
$1.21M -$62K -1,500 -5%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.16M -$992K -24,000 -47%
RT
32
Rockland Trust
Massachusetts
$1.1M -$8.26K -200 -0.8%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$182K +4,404 +22%
SWM
34
SeaCrest Wealth Management
New York
$1.07M -$6.12K -148 -0.6%
IA
35
IFG Advisory
Georgia
$941K +$165 +4 +0%
CAN
36
Cetera Advisor Networks
California
$933K +$8.26K +200 +0.9%
SWPG
37
Strategic Wealth Partners Group
Illinois
$827K +$783K +18,956 New
GRP
38
Global Retirement Partners
California
$772K
VFA
39
Voya Financial Advisors
Connecticut
$735K
WMA
40
Wealth Management Associates
New Jersey
$722K +$331 +8 +0%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$722K
IWM
42
IHT Wealth Management
Illinois
$625K -$155K -3,748 -21%
CFGS
43
Concourse Financial Group Securities
Alabama
$582K +$11.2K +272 +2%
GG
44
GenWealth Group
New Jersey
$540K
LCM
45
Liberty Capital Management
Michigan
$535K
M&T Bank
46
M&T Bank
New York
$524K +$496K +12,000 New
CWM
47
Cornerstone Wealth Management
Missouri
$518K -$35.9K -868 -7%
MA
48
Mutual Advisors
Nebraska
$515K -$1.09M -26,324 -69%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$464K -$96K -2,324 -18%
PSF
50
Pacific Sun Financial
California
$457K