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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$1.65M -$14.8K -279 -0.9%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.57M -$179K -3,390 -10%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$25.9K +489 +2%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.51M -$18.3K -346 -1%
AWS
30
Atria Wealth Solutions
New York
$1.19M +$49.7K +939 +4%
GRP
31
Global Retirement Partners
California
$1.18M -$47.6K -899 -4%
AWM
32
Apollon Wealth Management
South Carolina
$1.05M
SMWM
33
Silvia McColl Wealth Management
California
$1.02M +$1.02M +19,315 New
SWM
34
SeaCrest Wealth Management
New York
$1.02M -$57.8K -1,091 -5%
Goldman Sachs
35
Goldman Sachs
New York
$1.01M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$858K
D
37
Dentgroup
Louisiana
$820K -$38.9K -734 -5%
Jane Street
38
Jane Street
New York
$726K +$730K +13,783 New
RT
39
Rockland Trust
Massachusetts
$713K -$108K -2,049 -13%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$705K +$2.49K +47 +0.4%
WMA
41
Wealth Management Associates
New Jersey
$705K -$12.3K -232 -2%
CFGS
42
Concourse Financial Group Securities
Alabama
$689K +$25.8K +487 +4%
W
43
Wealthquest
Ohio
$679K -$1.31M -24,835 -66%
BS
44
Boenning & Scattergood
Pennsylvania
$650K -$2.38K -45 -0.4%
FA
45
Flagstar Advisors
New York
$650K -$18.1K -341 -3%
Citigroup
46
Citigroup
New York
$649K +$8.84K +167 +1%
LCM
47
Liberty Capital Management
Michigan
$645K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$632K +$77.7K +1,467 +14%
TC
49
TownSquare Capital
Utah
$570K +$573K +10,821 New
IWM
50
IHT Wealth Management
Illinois
$561K -$112K -2,119 -17%