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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
26
Crestwood Advisors Group
Massachusetts
$3.33M -$59.1K -726 -2%
JSA
27
Jim Saulnier & Associates
Colorado
$3.22M +$120K +1,470 +4%
IFG
28
Independent Financial Group
California
$2.62M +$18K +221 +0.7%
JWCA
29
J.W. Cole Advisors
Florida
$2.18M +$489 +6 +0%
AWS
30
Atria Wealth Solutions
New York
$2.13M -$93.7K -1,150 -4%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.12M -$284K -3,488 -11%
GS
32
GTS Securities
Florida
$2.1M +$1.41M +17,364 +176%
GWS
33
Greykasell Wealth Strategies
California
$1.8M -$278K -3,409 -13%
BCI
34
Brinker Capital Investments
Pennsylvania
$1.54M +$108K +1,323 +7%
OPS
35
Orion Portfolio Solutions
Nebraska
$1.54M +$108K +1,323 +7%
SMWM
36
Silvia McColl Wealth Management
California
$1.49M
AssetMark Inc
37
AssetMark Inc
California
$1.4M -$415K -5,093 -22%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.33M
MCC
39
Money Concepts Capital
Florida
$1.32M +$2.36K +29 +0.2%
WCF
40
West Coast Financial
California
$1.29M -$122K -1,492 -8%
OIA
41
OneDigital Investment Advisors
Kansas
$1.21M +$326 +4 +0%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$1.2M +$124K +1,517 +11%
MBI
43
May Barnhard Investments
Maryland
$1.19M
TRCT
44
Tower Research Capital (TRC)
New York
$1.16M +$1.08M +13,303 +780%
Creative Planning
45
Creative Planning
Kansas
$1.15M +$561K +6,892 +86%
CFS
46
Commonwealth Financial Services
West Virginia
$1.13M +$221K +2,714 +23%
CMAI
47
Capital Management Associates Inc
Minnesota
$1.11M +$628K +7,710 +115%
D
48
Dentgroup
Louisiana
$1.11M -$6.92K -85 -0.6%
PAG
49
Private Advisor Group
New Jersey
$1.09M -$7.67M -94,160 -87%
AWA
50
Arete Wealth Advisors
Illinois
$1.09M -$1.46M -17,943 -56%