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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.17M -$40.6K -852 -3%
PAG
27
Private Advisor Group
New Jersey
$1.17M -$304K -6,372 -21%
SWM
28
SeaCrest Wealth Management
New York
$1.09M -$101K -2,124 -9%
IA
29
IFG Advisory
Georgia
$1.04M -$10.7K -224 -1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.02M -$343K -7,192 -26%
RT
31
Rockland Trust
Massachusetts
$973K -$250K -5,240 -21%
SWPG
32
Strategic Wealth Partners Group
Illinois
$888K -$35.3K -740 -4%
KAS
33
Kestra Advisory Services
Texas
$854K +$12.6K +264 New
GRP
34
Global Retirement Partners
California
$793K -$67.9K -1,424 -8%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$793K
WMA
36
Wealth Management Associates
New Jersey
$778K -$28K -588 -4%
IWM
37
IHT Wealth Management
Illinois
$738K +$38.1K +800 +6%
CFGS
38
Concourse Financial Group Securities
Alabama
$678K +$27.1K +568 +4%
M&T Bank
39
M&T Bank
New York
$585K
MA
40
Mutual Advisors
Nebraska
$579K +$3.62K +76 +0.6%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$570K +$49.8K +1,044 +10%
GG
42
GenWealth Group
New Jersey
$569K -$38.1K -800 -7%
PSF
43
Pacific Sun Financial
California
$503K -$7.63K -160 -2%
Citadel Advisors
44
Citadel Advisors
Florida
$489K -$3.31M -69,504 -87%
PA
45
PFG Advisors
Arizona
$489K +$381 +8 +0.1%
EFSCE
46
Enterprise Financial Services Corp (EFSC)
Missouri
$485K -$13.5K -284 -3%
CWM
47
Cornerstone Wealth Management
Missouri
$481K -$96.1K -2,016 -17%
DIA
48
Dana Investment Advisors
Wisconsin
$432K
LC
49
Landaas & Company
Wisconsin
$418K -$12.2K -256 -3%
WP
50
WealthSource Partners
California
$409K +$1.33K +28 +0.3%