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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
$1.17M
LCM
52
Liberty Capital Management
Michigan
$1.16M
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$1.12M +$1.11M +11,859 New
KFSN
54
Keystone Financial Services (Nebraska)
Nebraska
$1.05M -$9.18K -98 -0.9%
Natixis Advisors
55
Natixis Advisors
Massachusetts
$1.04M +$1.03M +11,035 New
Citigroup
56
Citigroup
New York
$1.02M -$242K -2,581 -19%
GWS
57
Greykasell Wealth Strategies
California
$1M +$187 +2 +0%
KAS
58
Kestra Advisory Services
Texas
$990K +$1.03K +11 +0.1%
AWM
59
Apollon Wealth Management
South Carolina
$965K
SL
60
Sentinus LLC
Illinois
$929K +$922K +9,844 New
RT
61
Rockland Trust
Massachusetts
$914K -$15.1K -161 -2%
Stifel Financial
62
Stifel Financial
Missouri
$877K +$44.6K +476 +5%
SWM
63
SeaCrest Wealth Management
New York
$850K -$105K -1,125 -11%
CMAI
64
Capital Management Associates Inc
Minnesota
$818K +$4.59K +49 +0.6%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$786K
Comerica Bank
66
Comerica Bank
Texas
$780K -$5.62K -60 -0.7%
Creative Planning
67
Creative Planning
Kansas
$766K -$136K -1,456 -15%
AMG
68
Asset Management Group
Connecticut
$742K +$2.06K +22 +0.3%
PSF
69
Pacific Sun Financial
California
$729K -$18.7K -200 -3%
SA
70
Sanctuary Advisors
Indiana
$709K +$3K +32 +0.4%
RTL
71
Red Tortoise LLC
Georgia
$690K
NW
72
NewEdge Wealth
Pennsylvania
$682K -$3.56K -38 -0.5%
SB
73
Strategic Blueprint
Georgia
$641K
VFPW
74
Vantage Financial Partners (Wisconsin)
Wisconsin
$636K -$30.5K -326 -5%
IWM
75
IHT Wealth Management
Illinois
$633K -$562 -6 -0.1%