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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSA
26
Jim Saulnier & Associates
Colorado
$3.26M +$651K +7,977 +25%
Two Sigma Investments
27
Two Sigma Investments
New York
$3.06M +$3.08M +37,700 New
QS
28
Quantitative Strategies
California
$2.86M +$131K +1,611 +5%
IFG
29
Independent Financial Group
California
$2.74M +$5.14K +63 +0.2%
AWA
30
Arete Wealth Advisors
Illinois
$2.6M +$1.74M +21,358 +200%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.51M +$320K +3,918 +15%
GRP
32
Global Retirement Partners
California
$2.41M +$487K +5,965 +25%
AWS
33
Atria Wealth Solutions
New York
$2.33M +$128K +1,574 +6%
JWCA
34
J.W. Cole Advisors
Florida
$2.29M +$22.8K +280 +1%
Citadel Advisors
35
Citadel Advisors
Florida
$2.25M +$1.75M +21,394 +339%
GWS
36
Greykasell Wealth Strategies
California
$2.17M +$2.18M +26,764 New
PFS
37
Prospera Financial Services
Texas
$2.15M -$157K -1,920 -7%
AssetMark Inc
38
AssetMark Inc
California
$1.88M +$1.89M +23,105 +31,651%
SMWM
39
Silvia McColl Wealth Management
California
$1.57M
BCI
40
Brinker Capital Investments
Pennsylvania
$1.51M +$234K +2,873 +18%
OPS
41
Orion Portfolio Solutions
Nebraska
$1.51M +$234K +2,873 +18%
WCF
42
West Coast Financial
California
$1.47M -$106K -1,294 -7%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.39M -$2.61K -32 -0.2%
MCC
44
Money Concepts Capital
Florida
$1.39M +$313K +3,831 +29%
TWM
45
Trinity Wealth Management
Pennsylvania
$1.33M +$16.2K +198 +1%
AT
46
American Trust
Kentucky
$1.29M +$2.86K +35 +0.2%
OIA
47
OneDigital Investment Advisors
Kansas
$1.27M +$4.24K +52 +0.3%
MBI
48
May Barnhard Investments
Maryland
$1.26M
D
49
Dentgroup
Louisiana
$1.17M -$408 -5 -0%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$1.14M +$81K +993 +8%