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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$1.79M -$176K -3,440 -9%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.6M -$33.6K -656 -2%
KAS
28
Kestra Advisory Services
Texas
$1.43M +$1.35M +26,296 +9,961%
Citigroup
29
Citigroup
New York
$1.35M -$56.5K -1,104 -4%
SWM
30
SeaCrest Wealth Management
New York
$1.22M -$1.84K -36 -0.2%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.21M -$83.5K -1,632 -7%
PAG
32
Private Advisor Group
New Jersey
$1.21M -$86.2K -1,684 -7%
RT
33
Rockland Trust
Massachusetts
$1.04M -$34.8K -680 -3%
SWPG
34
Strategic Wealth Partners Group
Illinois
$985K -$2.25K -44 -0.2%
GRP
35
Global Retirement Partners
California
$882K
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$840K
WMA
37
Wealth Management Associates
New Jersey
$818K -$44.8K -876 -5%
IWM
38
IHT Wealth Management
Illinois
$770K -$47.5K -928 -6%
FTUS
39
Flow Traders U.S.
New York
$744K +$702K +13,732 New
CFGS
40
Concourse Financial Group Securities
Alabama
$712K -$38.9K -760 -5%
LCM
41
Liberty Capital Management
Michigan
$665K +$627K +12,260 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$608K -$23.5K -460 -4%
MA
43
Mutual Advisors
Nebraska
$602K -$39.3K -768 -6%
GG
44
GenWealth Group
New Jersey
$563K -$56.9K -1,112 -10%
EFSCE
45
Enterprise Financial Services Corp (EFSC)
Missouri
$540K
CWM
46
Cornerstone Wealth Management
Missouri
$528K -$6.14K -120 -1%
PA
47
PFG Advisors
Arizona
$527K -$8.59K -168 -2%
DIA
48
Dana Investment Advisors
Wisconsin
$480K
MCC
49
Money Concepts Capital
Florida
$473K +$447K +8,728 New
LC
50
Landaas & Company
Wisconsin
$458K -$5.93K -116 -1%