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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSG
51
Helen Stephens Group
Texas
$852K +$820K +11,340 New
Citigroup
52
Citigroup
New York
$830K +$10.6K +147 +1%
RT
53
Rockland Trust
Massachusetts
$789K -$12.9K -179 -2%
AWM
54
Apollon Wealth Management
South Carolina
$768K
SB
55
Strategic Blueprint
Georgia
$700K +$27.8K +384 +4%
CFS
56
Commonwealth Financial Services
West Virginia
$671K +$633K +8,749 New
Comerica Bank
57
Comerica Bank
Texas
$643K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$637K -$1M -13,894 -62%
AAS
59
Ameritas Advisory Services
Nebraska
$634K -$6.73K -93 -1%
NW
60
NewEdge Wealth
Pennsylvania
$603K -$8.39K -116 -1%
Creative Planning
61
Creative Planning
Kansas
$600K +$28.9K +400 +5%
PSF
62
Pacific Sun Financial
California
$595K
CD
63
Chapin Davis
Maryland
$593K +$72 +1 +0%
AMG
64
Asset Management Group
Connecticut
$581K +$1.37K +19 +0.2%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$578K +$78.2K +1,081 +16%
IWM
66
IHT Wealth Management
Illinois
$575K -$72 -1 -0%
BA
67
Brightwater Advisory
Florida
$574K -$10.4K -144 -2%
RTL
68
Red Tortoise LLC
Georgia
$550K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$547K
SA
70
Sanctuary Advisors
Indiana
$533K +$548K +7,576 New
CMAI
71
Capital Management Associates Inc
Minnesota
$491K +$1.01K +14 +0.2%
GLA
72
Good Life Advisors
Pennsylvania
$491K +$217 +3 +0%
Stifel Financial
73
Stifel Financial
Missouri
$478K +$257K +3,549 +126%
BCI
74
Brinker Capital Investments
Pennsylvania
$454K +$46.6K +644 +12%
OPS
75
Orion Portfolio Solutions
Nebraska
$454K +$46.6K +644 +12%