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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$524K +$73.6K +1,300 +15%
Truist Financial
52
Truist Financial
North Carolina
$482K -$45.3K -800 -8%
PSF
53
Pacific Sun Financial
California
$471K
DIA
54
Dana Investment Advisors
Wisconsin
$460K
HighTower Advisors
55
HighTower Advisors
Illinois
$457K
Citadel Advisors
56
Citadel Advisors
Florida
$437K +$476K +8,416 New
EFSCE
57
Enterprise Financial Services Corp (EFSC)
Missouri
$436K -$31.7K -560 -6%
VCM
58
Vigilant Capital Management
Maine
$436K
WP
59
WealthSource Partners
California
$431K -$13.8K -244 -3%
LC
60
Landaas & Company
Wisconsin
$413K -$19.3K -341 -4%
SB
61
Strategic Blueprint
Georgia
$409K
SC
62
Scotia Capital
Ontario, Canada
$409K +$226 +4 +0.1%
CAN
63
Cetera Advisor Networks
California
$396K +$42.3K +748 +11%
CWM
64
Cornerstone Wealth Management
Missouri
$393K -$7.02K -124 -2%
AMG
65
Asset Management Group
Connecticut
$391K +$1.13K +20 +0.3%
MFG
66
Merit Financial Group
Georgia
$390K +$396 +7 +0.1%
RTL
67
Red Tortoise LLC
Georgia
$376K
AAS
68
Ameritas Advisory Services
Nebraska
$375K +$453 +8 +0.1%
MA
69
MUFG Americas
New York
$364K
Creative Planning
70
Creative Planning
Kansas
$359K
PAS
71
Park Avenue Securities
New York
$347K
RPSA
72
Richard P. Slaughter Associates
Texas
$340K
GLA
73
Good Life Advisors
Pennsylvania
$337K +$170 +3 +0%
OCG
74
Opus Capital Group
Ohio
$306K -$11.8K -208 -3%
SPC
75
Sigma Planning Corp
Michigan
$297K +$113 +2 +0%