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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
101
M&T Bank
New York
$369K
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$367K +$245 +3 +0.1%
DAS
103
Diversify Advisory Services
Utah
$360K -$4.08K -50 -1%
PFA
104
Portland Financial Advisors
New York
$356K +$358K +4,387 New
FA
105
Flagstar Advisors
New York
$349K +$979 +12 +0.3%
OMC
106
Old Mission Capital
Illinois
$341K -$570K -6,985 -62%
PWM
107
Perigon Wealth Management
California
$340K +$571 +7 +0.2%
TA
108
TFB Advisors
Kansas
$340K +$245 +3 +0.1%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$330K -$621K -7,614 -65%
LFG
110
Larson Financial Group
Missouri
$329K +$1.06K +13 +0.3%
AAS
111
Asset Allocation Strategies
Michigan
$326K +$1.06K +13 +0.3%
SPIA
112
Steward Partners Investment Advisory
New York
$326K +$27.2K +333 +9%
OAS
113
Optivise Advisory Services
Tennessee
$323K -$31.5K -386 -9%
MCM
114
MidAtlantic Capital Management
Virginia
$317K -$43.4K -532 -12%
Jane Street
115
Jane Street
New York
$306K -$115K -1,408 -27%
APW
116
Aurora Private Wealth
New Jersey
$301K
KAS
117
Kestra Advisory Services
Texas
$287K -$96.4K -1,181 -25%
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$286K
KWA
119
Kingswood Wealth Advisors
California
$281K +$283K +3,463 New
LFS
120
Lutz Financial Services
Nebraska
$272K
NA
121
NewEdge Advisors
Louisiana
$271K
CWM
122
Cornerstone Wealth Management
Missouri
$265K -$5.88K -72 -2%
OCG
123
Opus Capital Group
Ohio
$264K
GWM
124
Geneos Wealth Management
Colorado
$260K +$6.2K +76 +2%
FWM
125
FMB Wealth Management
California
$259K