We are live on ! Find out more
ILCB icon

iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$1.04M -$61.3K -803 -6%
GLA
52
Good Life Advisors
Pennsylvania
$1.03M +$499K +6,534 +100%
WMA
53
Wealth Management Associates
New Jersey
$1.02M -$12.9K -169 -1%
LCM
54
Liberty Capital Management
Michigan
$971K
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$925K -$1.53M -20,057 -63%
CFGS
56
Concourse Financial Group Securities
Alabama
$924K -$13.7K -179 -2%
SWM
57
SeaCrest Wealth Management
New York
$922K -$17.6K -230 -2%
HSG
58
Helen Stephens Group
Texas
$902K +$3.05K +40 +0.4%
OMC
59
Old Mission Capital
Illinois
$886K +$854K +11,184 New
Citigroup
60
Citigroup
New York
$880K +$5.27K +69 +0.6%
AWA
61
Arete Wealth Advisors
Illinois
$843K -$705K -9,229 -46%
RT
62
Rockland Trust
Massachusetts
$826K -$5.12K -67 -0.6%
AWM
63
Apollon Wealth Management
South Carolina
$810K
CFS
64
Commonwealth Financial Services
West Virginia
$793K +$103K +1,348 +15%
Stifel Financial
65
Stifel Financial
Missouri
$726K +$214K +2,799 +44%
SB
66
Strategic Blueprint
Georgia
$723K -$14.8K -194 -2%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$717K +$104K +1,361 +18%
PA
68
PFG Advisors
Arizona
$686K -$443K -5,797 -40%
Comerica Bank
69
Comerica Bank
Texas
$683K +$5.57K +73 +0.9%
BRWA
70
B. Riley Wealth Advisors
Florida
$674K +$655K +8,574 New
IWM
71
IHT Wealth Management
Illinois
$658K +$50.9K +667 +9%
TSWM
72
Tyler-Stone Wealth Management
Ohio
$648K +$313K +4,094 +100%
Creative Planning
73
Creative Planning
Kansas
$632K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$630K -$39.9K -522 -6%
SA
75
Sanctuary Advisors
Indiana
$628K +$535 +7 +0.1%