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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FBT
126
First Bank & Trust
South Dakota
$27K
AIC
127
Archer Investment Corporation
Indiana
$21K
CMA
128
Cedar Mountain Advisors
Oregon
$20K
CWAF
129
Core Wealth Advisors (Florida)
Florida
$20K
FP
130
Financial Perspectives
Minnesota
$17.2K +$65 +1 +0.4%
APA
131
American Portfolios Advisors
New York
$13.3K
MFT
132
Moisand Fitzgerald Tamayo
Florida
$13K
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$13K
DHGWA
134
Dixon Hughes Goodman Wealth Advisors
North Carolina
$12K +$11.9K +184 New
AW
135
Avion Wealth
Texas
$11K
AF
136
Advisornet Financial
Minnesota
$10K
AA
137
Ancora Advisors
Ohio
$9K
LWANC
138
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
MCC
139
Money Concepts Capital
Florida
$3K +$3.1K +48 New
PP
140
PrairieView Partners
Minnesota
$2K
Citadel Advisors
141
Citadel Advisors
Florida
-$2.69M -44,330 Closed
FTUS
142
Flow Traders U.S.
New York
-$2.34M -38,515 Closed
GRP
143
Global Retirement Partners
California
-$1.78M -29,286 Closed
KAS
144
Kestra Advisory Services
Texas
-$366K -6,028 Closed
BW
145
Bison Wealth
Georgia
-$191K -3,141 Closed
IF
146
Ironwood Financial
Arizona
-$98K -1,612 Closed
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
-$82K -1,297 Closed
LWM
148
Liberty Wealth Management
California
-$67K -1,112 Closed
BC
149
Bartlett & Co
Ohio
-$11K -180 Closed
BCWM
150
Bartlett & Co Wealth Management
Ohio
-$10.9K -180 Closed