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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
76
Pacific Sun Financial
California
$628K
CD
77
Chapin Davis
Maryland
$625K +$76 +1 +0%
NW
78
NewEdge Wealth
Pennsylvania
$615K -$19.1K -250 -3%
AMG
79
Asset Management Group
Connecticut
$614K +$1.83K +24 +0.3%
BA
80
Brightwater Advisory
Florida
$584K -$20.1K -263 -3%
RTL
81
Red Tortoise LLC
Georgia
$580K
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$576K
Baird Financial Group
83
Baird Financial Group
Wisconsin
$557K +$194K +2,534 +56%
VFPW
84
Vantage Financial Partners (Wisconsin)
Wisconsin
$540K +$279K +3,660 +116%
CMAI
85
Capital Management Associates Inc
Minnesota
$510K -$8.17K -107 -2%
Citadel Advisors
86
Citadel Advisors
Florida
$500K -$2.02M -26,437 -81%
DIA
87
Dana Investment Advisors
Wisconsin
$471K
CIA
88
Choate Investment Advisors
Massachusetts
$455K
HTIM
89
Harbour Trust & Investment Management
Indiana
$438K -$25.2K -330 -6%
FFN
90
Focus Financial Network
Minnesota
$431K +$1.45K +19 +0.4%
Jane Street
91
Jane Street
New York
$410K +$395K +5,174 New
CIA
92
Cape Investment Advisory
Georgia
$408K -$7.64K -100 -2%
RPSA
93
Richard P. Slaughter Associates
Texas
$401K -$65.1K -852 -14%
Cerity Partners
94
Cerity Partners
New York
$392K -$30.5K -400 -7%
LC
95
Landaas & Company
Wisconsin
$389K +$611 +8 +0.2%
CPIG
96
Chicago Partners Investment Group
Illinois
$385K
KAS
97
Kestra Advisory Services
Texas
$374K +$1.07K +14 +0.3%
SC
98
Scotia Capital
Ontario, Canada
$369K -$51.9K -680 -13%
DAS
99
Diversify Advisory Services
Utah
$364K -$57.3K -750 -14%
M&T Bank
100
M&T Bank
New York
$360K