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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BNMT
51
Bawa N Mallick Trust
New York
$1.15M
LCM
52
Liberty Capital Management
Michigan
$1.13M
SC
53
Savant Capital
Illinois
$1.13M -$107K -1,207 -9%
Kovitz Investment Group Partners
54
Kovitz Investment Group Partners
Illinois
$1.12M +$978 +11 +0.1%
KFSN
55
Keystone Financial Services (Nebraska)
Nebraska
$1.03M -$4.36K -49 -0.4%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.01M -$2.28M -25,674 -70%
GWS
57
Greykasell Wealth Strategies
California
$979K -$23.1K -260 -2%
KAS
58
Kestra Advisory Services
Texas
$969K +$185K +2,075 +25%
AWM
59
Apollon Wealth Management
South Carolina
$945K
SWM
60
SeaCrest Wealth Management
New York
$936K -$5.34K -60 -0.6%
RT
61
Rockland Trust
Massachusetts
$909K -$4.89K -55 -0.6%
Creative Planning
62
Creative Planning
Kansas
$884K +$623 +7 +0.1%
Stifel Financial
63
Stifel Financial
Missouri
$815K +$264K +2,969 +51%
CMAI
64
Capital Management Associates Inc
Minnesota
$797K +$125K +1,401 +19%
Comerica Bank
65
Comerica Bank
Texas
$770K -$4.36K -49 -0.6%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$769K
PSF
67
Pacific Sun Financial
California
$732K
AMG
68
Asset Management Group
Connecticut
$724K +$1.69K +19 +0.2%
SA
69
Sanctuary Advisors
Indiana
$691K -$10.6K -119 -2%
NW
70
NewEdge Wealth
Pennsylvania
$683K
RTL
71
Red Tortoise LLC
Georgia
$676K
VFPW
72
Vantage Financial Partners (Wisconsin)
Wisconsin
$653K -$24.8K -279 -4%
SB
73
Strategic Blueprint
Georgia
$627K -$22.4K -252 -4%
IWM
74
IHT Wealth Management
Illinois
$621K -$28.6K -322 -5%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$609K +$1.25K +14 +0.2%