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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
26
Global Retirement Partners
California
$1.78M +$828K +13,268 +83%
AssetMark Inc
27
AssetMark Inc
California
$1.47M +$410K +6,566 +37%
SWM
28
SeaCrest Wealth Management
New York
$1.33M -$9.24K -148 -0.7%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.31M +$31.6K +506 +2%
SFS
30
Sowell Financial Services
Arkansas
$1.23M +$351K +5,631 +39%
PAG
31
Private Advisor Group
New Jersey
$1.17M -$16.9K -270 -1%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$1.1M -$6.3K -101 -0.6%
RT
33
Rockland Trust
Massachusetts
$1.08M -$16.2K -259 -1%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1M
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$965K -$1.34M -21,533 -58%
Citigroup
36
Citigroup
New York
$948K -$506K -8,109 -34%
WMA
37
Wealth Management Associates
New Jersey
$906K -$3.06K -49 -0.3%
SWPG
38
Strategic Wealth Partners Group
Illinois
$829K +$852K +13,652 New
IWM
39
IHT Wealth Management
Illinois
$802K -$20.6K -330 -2%
LCM
40
Liberty Capital Management
Michigan
$744K
CFGS
41
Concourse Financial Group Securities
Alabama
$704K -$3.81K -61 -0.5%
FA
42
Flagstar Advisors
New York
$661K +$680K +10,889 New
FFN
43
Focus Financial Network
Minnesota
$638K
BS
44
Boenning & Scattergood
Pennsylvania
$630K +$112K +1,789 +21%
Truist Financial
45
Truist Financial
North Carolina
$612K
PSF
46
Pacific Sun Financial
California
$567K +$583K +9,340 New
TRCT
47
Tower Research Capital (TRC)
New York
$565K +$7.8K +125 +1%
CCA
48
Cadent Capital Advisors
Oklahoma
$562K +$72.4K +1,160 +14%
HighTower Advisors
49
HighTower Advisors
Illinois
$546K +$561K +8,984 New
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$543K -$62.6K -1,003 -10%