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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Savant Capital
Illinois
$1.15M +$19.9K +251 +2%
PAG
52
Private Advisor Group
New Jersey
$1.11M -$90.4K -1,142 -8%
WMA
53
Wealth Management Associates
New Jersey
$1.08M -$5.46K -69 -0.5%
BNMT
54
Bawa N Mallick Trust
New York
$1.06M
LCM
55
Liberty Capital Management
Michigan
$1.05M
Kovitz Investment Group Partners
56
Kovitz Investment Group Partners
Illinois
$1.04M -$2.85K -36 -0.3%
Citigroup
57
Citigroup
New York
$1.03M +$104K +1,308 +12%
Two Sigma Investments
58
Two Sigma Investments
New York
$1.01M +$934K +11,800 New
KFSN
59
Keystone Financial Services (Nebraska)
Nebraska
$965K +$158 +2 +0%
GWS
60
Greykasell Wealth Strategies
California
$931K -$989K -12,497 -54%
AWM
61
Apollon Wealth Management
South Carolina
$877K
SWM
62
SeaCrest Wealth Management
New York
$866K -$82.9K -1,047 -9%
SNWA
63
Siligmueller & Norvid Wealth Advisors
Illinois
$852K
RT
64
Rockland Trust
Massachusetts
$849K
Creative Planning
65
Creative Planning
Kansas
$820K -$421K -5,313 -36%
TSWM
66
Tyler-Stone Wealth Management
Ohio
$802K +$36.3K +459 +5%
KAS
67
Kestra Advisory Services
Texas
$721K +$18.9K +239 +3%
Comerica Bank
68
Comerica Bank
Texas
$719K -$9.89K -125 -1%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$714K -$8.71K -110 -1%
PSF
70
Pacific Sun Financial
California
$679K
AMG
71
Asset Management Group
Connecticut
$671K +$1.58K +20 +0.3%
SA
72
Sanctuary Advisors
Indiana
$651K +$317 +4 +0.1%
NW
73
NewEdge Wealth
Pennsylvania
$638K -$4.12K -52 -0.7%
VFPW
74
Vantage Financial Partners (Wisconsin)
Wisconsin
$630K -$20.5K -259 -3%
RTL
75
Red Tortoise LLC
Georgia
$627K