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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FBT
101
First Bank & Trust
South Dakota
$20K +$19.1K +400 New
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$5.15K -108 -26%
CMA
103
Cedar Mountain Advisors
Oregon
$15K
CWAF
104
Core Wealth Advisors (Florida)
Florida
$15K +$14.7K +308 New
LFG
105
LifePlan Financial Group
Ohio
$13K
FP
106
Financial Perspectives
Minnesota
$12.4K
BC
107
Bartlett & Co
Ohio
$9K
BCWM
108
Bartlett & Co Wealth Management
Ohio
$8.78K
FWM
109
Focused Wealth Management
New York
$8K
AA
110
Ancora Advisors
Ohio
$7K
APA
111
American Portfolios Advisors
New York
$6.43K
ASN
112
Advisory Services Network
Georgia
$3K +$2.48K +52 New
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
PP
114
PrairieView Partners
Minnesota
$2K
AssetMark Inc
115
AssetMark Inc
California
$2K +$1.72K +36 New
IDA
116
Intelligence Driven Advisers
California
-$2.2M -50,432 Closed
JWCA
117
J.W. Cole Advisors
Florida
-$1.79M -40,992 Closed
AI
118
Atria Investments
North Carolina
-$1.45M -33,264 Closed
VFA
119
Voya Financial Advisors
Connecticut
-$735K -17,064 Closed
Jane Street
120
Jane Street
New York
-$261K -5,988 Closed
Fisher Asset Management
121
Fisher Asset Management
Washington
-$234K -5,372 Closed
KPW
122
Kore Private Wealth
New York
-$78K -1,792 Closed
PIMG
123
Patriot Investment Management Group
Tennessee
-$62K -1,420 Closed
PO
124
Private Ocean
California
-$5K -124 Closed