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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$730K -$109K -1,882 -14%
VFPW
52
Vantage Financial Partners (Wisconsin)
Wisconsin
$621K -$1.43M -24,862 -71%
SC
53
Scotia Capital
Ontario, Canada
$613K
Truist Financial
54
Truist Financial
North Carolina
$607K
Citigroup
55
Citigroup
New York
$607K -$72.5K -1,257 -11%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$588K -$24.2K -420 -4%
CAN
57
Cetera Advisor Networks
California
$563K +$15.2K +263 +3%
HighTower Advisors
58
HighTower Advisors
Illinois
$555K
DIA
59
Dana Investment Advisors
Wisconsin
$541K
WP
60
WealthSource Partners
California
$513K +$635 +11 +0.1%
VCM
61
Vigilant Capital Management
Maine
$512K
PSF
62
Pacific Sun Financial
California
$503K +$515K +8,920 New
AWA
63
Arete Wealth Advisors
Illinois
$488K +$461K +7,988 New
CD
64
Chapin Davis
Maryland
$483K +$3.87K +67 +0.9%
SB
65
Strategic Blueprint
Georgia
$475K -$5.77K -100 -1%
IWM
66
IHT Wealth Management
Illinois
$471K -$62K -1,074 -12%
AMG
67
Asset Management Group
Connecticut
$466K +$1.1K +19 +0.2%
RTL
68
Red Tortoise LLC
Georgia
$445K +$1.21K +21 +0.3%
Creative Planning
69
Creative Planning
Kansas
$442K +$1.04K +18 +0.2%
US Bancorp
70
US Bancorp
Minnesota
$428K
TC
71
TownSquare Capital
Utah
$402K -$94.5K -1,638 -20%
GLA
72
Good Life Advisors
Pennsylvania
$398K +$231 +4 +0.1%
FFN
73
Focus Financial Network
Minnesota
$382K +$1.04K +18 +0.3%
RPSA
74
Richard P. Slaughter Associates
Texas
$382K -$8.77K -152 -2%
LC
75
Landaas & Company
Wisconsin
$380K -$101K -1,745 -22%