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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.9M -$37.5K -605 -2%
AWS
27
Atria Wealth Solutions
New York
$1.5M +$1.48M +23,887 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$102K +1,650 +8%
AssetMark Inc
29
AssetMark Inc
California
$1.43M +$113K +1,818 +9%
GRP
30
Global Retirement Partners
California
$1.38M +$1.58M +25,464 New
SWM
31
SeaCrest Wealth Management
New York
$1.28M -$33.3K -538 -3%
AWM
32
Apollon Wealth Management
South Carolina
$1.28M -$24.8K -400 -2%
AT
33
American Trust
Kentucky
$1.23M +$43.5K +702 +4%
Goldman Sachs
34
Goldman Sachs
New York
$1.2M
PAG
35
Private Advisor Group
New Jersey
$1.09M -$62.4K -1,008 -5%
RT
36
Rockland Trust
Massachusetts
$1.02M -$63.8K -1,030 -6%
D
37
Dentgroup
Louisiana
$1.02M +$52.1K +842 +5%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$986K
WMA
39
Wealth Management Associates
New Jersey
$921K +$371 +6 +0%
FA
40
Flagstar Advisors
New York
$782K +$10.5K +169 +1%
LCM
41
Liberty Capital Management
Michigan
$771K
CFGS
42
Concourse Financial Group Securities
Alabama
$769K +$35.3K +570 +5%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$758K +$1.92K +31 +0.3%
IWM
44
IHT Wealth Management
Illinois
$738K -$94.7K -1,529 -12%
Citigroup
45
Citigroup
New York
$653K -$320K -5,163 -33%
BS
46
Boenning & Scattergood
Pennsylvania
$650K -$495 -8 -0.1%
SWPG
47
Strategic Wealth Partners Group
Illinois
$634K -$156K -2,518 -20%
Truist Financial
48
Truist Financial
North Carolina
$633K
PSF
49
Pacific Sun Financial
California
$569K -$17.3K -280 -3%
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$563K