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iShares Large Cap Deep Quarterly Laddered ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCP
1
Wick Capital Partners
Pennsylvania
$39.3M +$1.48M +43,602 +4%
BlackRock
2
BlackRock
New York
$15.8M +$18.4K +542 +0.1%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$9.38M -$692K -20,372 -7%
ATPW
4
Ashton Thomas Private Wealth
Arizona
$6.72M +$6.49M +190,946 +6,214%
PS
5
Planned Solutions
California
$5.8M -$333K -9,807 -6%
Raymond James Financial
6
Raymond James Financial
Florida
$3.02M +$1.22M +35,981 +70%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.68M +$403K +11,859 +18%
EFL
8
ERn Financial LLC
Wisconsin
$2.51M +$94.3K +2,776 +4%
VA
9
Valmark Advisers
Ohio
$1.89M +$280K +8,243 +18%
PI
10
PFG Investments
New York
$1.74M +$1.31M +38,651 +330%
LPL Financial
11
LPL Financial
California
$1.11M +$351K +10,322 +48%
CAG
12
Csenge Advisory Group
Florida
$1.08M +$113K +3,327 +12%
NA
13
NewEdge Advisors
Louisiana
$773K -$5.33K -157 -0.7%
FAM
14
Formidable Asset Management
Ohio
$757K -$13.5K -398 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$615K -$48.9K -1,438 -7%
SWP
16
Sagespring Wealth Partners
Tennessee
$557K -$9.85K -290 -2%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$513K
SAI
18
Savvy Advisors Inc
New York
$344K +$337K +9,920 New
HI
19
Harbour Investments
Wisconsin
$229K +$34 +1 +0%
Citadel Advisors
20
Citadel Advisors
Florida
$215K +$211K +6,211 New
IAN
21
Integrated Advisors Network
Texas
$202K +$198K +5,840 New
CA
22
Clearstead Advisors
Ohio
$110K
Morgan Stanley
23
Morgan Stanley
New York
$65.8K
OA
24
Operose Advisors
Wisconsin
$65.2K +$63.9K +1,882 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$43K +$41.8K +1,229 +4,727%