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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
26
GeoWealth Management
Illinois
$1.43M +$1.4M +21,583 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.42M -$18K -278 -1%
AssetMark Inc
28
AssetMark Inc
California
$1.39M -$204K -3,158 -13%
SWM
29
SeaCrest Wealth Management
New York
$1.39M -$57K -882 -4%
AWM
30
Apollon Wealth Management
South Carolina
$1.38M +$1.34M +20,740 New
Goldman Sachs
31
Goldman Sachs
New York
$1.27M -$1.46M -22,629 -54%
AT
32
American Trust
Kentucky
$1.25M +$1.22M +18,896 New
PAG
33
Private Advisor Group
New Jersey
$1.22M -$61.2K -947 -5%
RT
34
Rockland Trust
Massachusetts
$1.15M -$34.9K -540 -3%
Citigroup
35
Citigroup
New York
$1.03M -$4.14K -64 -0.4%
D
36
Dentgroup
Louisiana
$1.02M +$991K +15,338 New
WMA
37
Wealth Management Associates
New Jersey
$973K -$18K -279 -2%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$972K
IWM
39
IHT Wealth Management
Illinois
$882K +$4.46K +69 +0.5%
SWPG
40
Strategic Wealth Partners Group
Illinois
$837K -$67.5K -1,045 -8%
FA
41
Flagstar Advisors
New York
$815K +$89.8K +1,389 +13%
LCM
42
Liberty Capital Management
Michigan
$814K
JMPWA
43
JP Morgan Private Wealth Advisors
California
$799K +$777K +12,028 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$789K -$399K -6,173 -34%
CFGS
45
Concourse Financial Group Securities
Alabama
$775K +$3.68K +57 +0.5%
FFN
46
Focus Financial Network
Minnesota
$698K
HighTower Advisors
47
HighTower Advisors
Illinois
$691K +$92.2K +1,426 +16%
BS
48
Boenning & Scattergood
Pennsylvania
$687K -$2.2K -34 -0.3%
Truist Financial
49
Truist Financial
North Carolina
$669K
PSF
50
Pacific Sun Financial
California
$620K