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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RT
51
Rockland Trust
Massachusetts
$773K -$11.4K -166 -2%
AWM
52
Apollon Wealth Management
South Carolina
$741K
SC
53
Scotia Capital
Ontario, Canada
$726K
SWM
54
SeaCrest Wealth Management
New York
$715K -$598K -8,681 -47%
SB
55
Strategic Blueprint
Georgia
$647K +$117K +1,700 +24%
CA
56
Cetera Advisors
Colorado
$636K +$209K +3,028 +53%
Comerica Bank
57
Comerica Bank
Texas
$620K -$4.06K -59 -0.7%
VFPW
58
Vantage Financial Partners (Wisconsin)
Wisconsin
$612K -$111K -1,615 -16%
AAS
59
Ameritas Advisory Services
Nebraska
$598K +$284K +4,117 +93%
PSF
60
Pacific Sun Financial
California
$574K
CD
61
Chapin Davis
Maryland
$571K +$15.2K +221 +3%
NW
62
NewEdge Wealth
Pennsylvania
$568K -$5.92K -86 -1%
BA
63
Brightwater Advisory
Florida
$564K +$536K +7,778 New
AMG
64
Asset Management Group
Connecticut
$559K +$1.31K +19 +0.2%
IWM
65
IHT Wealth Management
Illinois
$554K -$3.86K -56 -0.7%
Creative Planning
66
Creative Planning
Kansas
$550K
RTL
67
Red Tortoise LLC
Georgia
$530K -$2.13K -31 -0.4%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$527K -$120K -1,737 -19%
CAN
69
Cetera Advisor Networks
California
$513K +$8.27K +120 +2%
OIA
70
OneDigital Investment Advisors
Kansas
$507K +$482K +7,000 New
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$478K +$895 +13 +0.2%
CMAI
72
Capital Management Associates Inc
Minnesota
$473K +$1.17K +17 +0.3%
GLA
73
Good Life Advisors
Pennsylvania
$473K +$275 +4 +0.1%
LC
74
Landaas & Company
Wisconsin
$453K +$482 +7 +0.1%
RPSA
75
Richard P. Slaughter Associates
Texas
$448K -$4.2K -61 -1%