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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$1.1M -$28.6K -351 -3%
SC
52
Savant Capital
Illinois
$1.07M -$1.05M -12,910 -49%
WMA
53
Wealth Management Associates
New Jersey
$1.04M -$245 -3 -0%
BNMT
54
Bawa N Mallick Trust
New York
$1.01M +$1.01M +12,400 New
LCM
55
Liberty Capital Management
Michigan
$995K
Kovitz Investment Group Partners
56
Kovitz Investment Group Partners
Illinois
$988K -$43.7K -535 -4%
CFGS
57
Concourse Financial Group Securities
Alabama
$969K -$13.1K -161 -1%
CFS
58
Commonwealth Financial Services
West Virginia
$969K +$150K +1,836 +18%
SWM
59
SeaCrest Wealth Management
New York
$939K -$4.81K -59 -0.5%
Citigroup
60
Citigroup
New York
$938K +$36.1K +443 +4%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$897K +$902K +11,048 New
KFSN
62
Keystone Financial Services (Nebraska)
Nebraska
$869K +$874K +10,707 New
AWM
63
Apollon Wealth Management
South Carolina
$829K
RT
64
Rockland Trust
Massachusetts
$815K -$31.3K -383 -4%
GS
65
GTS Securities
Florida
$800K -$561K -6,878 -41%
SNWA
66
Siligmueller & Norvid Wealth Advisors
Illinois
$799K +$803K +9,844 New
Stifel Financial
67
Stifel Financial
Missouri
$796K +$53K +649 +7%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$723K -$11.3K -138 -2%
BRWA
69
B. Riley Wealth Advisors
Florida
$695K -$979 -12 -0.1%
Comerica Bank
70
Comerica Bank
Texas
$686K -$13.9K -170 -2%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$686K +$41.1K +504 +6%
TSWM
72
Tyler-Stone Wealth Management
Ohio
$680K +$16.8K +206 +3%
SB
73
Strategic Blueprint
Georgia
$675K -$65.3K -800 -9%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$659K +$69.4K +851 +12%
Creative Planning
75
Creative Planning
Kansas
$648K