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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$592K +$6.99K +114 +1%
SC
52
Scotia Capital
Ontario, Canada
$591K
Truist Financial
53
Truist Financial
North Carolina
$579K -$5.83K -95 -1%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$567K
PSF
55
Pacific Sun Financial
California
$525K
DIA
56
Dana Investment Advisors
Wisconsin
$522K
FA
57
Flagstar Advisors
New York
$505K -$238K -3,886 -31%
NW
58
NewEdge Wealth
Pennsylvania
$495K +$275K +4,485 +114%
WP
59
WealthSource Partners
California
$495K
TRCT
60
Tower Research Capital (TRC)
New York
$491K +$251K +4,088 +96%
CD
61
Chapin Davis
Maryland
$466K
IWM
62
IHT Wealth Management
Illinois
$455K
AMG
63
Asset Management Group
Connecticut
$450K
RTL
64
Red Tortoise LLC
Georgia
$429K
SB
65
Strategic Blueprint
Georgia
$426K -$33.7K -550 -7%
CAN
66
Cetera Advisor Networks
California
$425K -$123K -2,002 -22%
Creative Planning
67
Creative Planning
Kansas
$421K -$5.64K -92 -1%
US Bancorp
68
US Bancorp
Minnesota
$412K
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$386K +$402K +6,553 New
GLA
70
Good Life Advisors
Pennsylvania
$383K -$61 -1 -0%
AAS
71
Ameritas Advisory Services
Nebraska
$376K +$40.6K +662 +12%
FFN
72
Focus Financial Network
Minnesota
$370K
RPSA
73
Richard P. Slaughter Associates
Texas
$368K
LC
74
Landaas & Company
Wisconsin
$367K
VFPW
75
Vantage Financial Partners (Wisconsin)
Wisconsin
$351K -$258K -4,205 -41%