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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.82M +$159K +2,594 +9%
WCF
27
West Coast Financial
California
$1.64M -$94.4K -1,539 -5%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.64M +$65.5K +1,068 +4%
JWCA
29
J.W. Cole Advisors
Florida
$1.6M -$39K -636 -2%
GRP
30
Global Retirement Partners
California
$1.43M +$105K +1,719 +8%
AWS
31
Atria Wealth Solutions
New York
$1.41M +$30.6K +498 +2%
SMWM
32
Silvia McColl Wealth Management
California
$1.14M
Goldman Sachs
33
Goldman Sachs
New York
$1.13M
SWM
34
SeaCrest Wealth Management
New York
$1.12M
AWM
35
Apollon Wealth Management
South Carolina
$1.12M
Citadel Advisors
36
Citadel Advisors
Florida
$1.08M -$345K -5,629 -24%
HighTower Advisors
37
HighTower Advisors
Illinois
$998K +$480K +7,824 +86%
PAG
38
Private Advisor Group
New Jersey
$969K -$14.7K -239 -1%
D
39
Dentgroup
Louisiana
$923K
PA
40
PFG Advisors
Arizona
$904K +$4.11K +67 +0.4%
SWPG
41
Strategic Wealth Partners Group
Illinois
$904K
AT
42
American Trust
Kentucky
$893K -$96.9K -1,580 -9%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$783K +$51.5K +840 +7%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$782K -$1.38M -22,549 -63%
WMA
45
Wealth Management Associates
New Jersey
$775K -$7.67K -125 -0.9%
CFGS
46
Concourse Financial Group Securities
Alabama
$754K -$33.6K -548 -4%
LCM
47
Liberty Capital Management
Michigan
$722K
JMPWA
48
JP Morgan Private Wealth Advisors
California
$706K +$2.94K +48 +0.4%
RT
49
Rockland Trust
Massachusetts
$682K -$53.2K -867 -7%
DI
50
DFPG Investments
Utah
$674K -$30.1K -491 -4%