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iShares Large Cap Deep Quarterly Laddered ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$374K +$390K +12,751 New
DAS
27
Diversify Advisory Services
Utah
$364K +$380K +12,427 New
GWM
28
Gibbs Wealth Management
Georgia
$301K +$314K +10,271 New
FD
29
Financial Designs
California
$294K -$9.83M -321,412 -97%
RW
30
Regimen Wealth
Georgia
$262K +$274K +8,948 New
DWM
31
Diversify Wealth Management
Utah
$247K +$258K +8,430 New
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$243K +$253K +8,277 New
SAI
33
Savvy Advisors Inc
New York
$237K +$247K +8,080 New
CA
34
Continuum Advisory
Idaho
$186K +$194K +6,353 New
HI
35
Harbour Investments
Wisconsin
$48.9K +$428 +14 +0.8%
PS
36
Principal Securities
Iowa
$48.9K
JP Morgan Chase
37
JP Morgan Chase
New York
$46.9K +$49K +1,600 New
MG
38
Mather Group
Illinois
$14.4K +$15K +490 New
Osaic Holdings
39
Osaic Holdings
Arizona
$7.33K +$7.65K +250 New
GWM
40
Geneos Wealth Management
Colorado
$1.91K +$1.99K +65 New
UBS Group
41
UBS Group
Switzerland
$645 +$673 +22 New
OMC
42
Old Mission Capital
Illinois
-$692K -22,654 Closed
Jane Street
43
Jane Street
New York
-$226K -7,384 Closed