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iShares Large Cap Deep Quarterly Laddered ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
26
Csenge Advisory Group
Florida
$461K +$41.4K +1,389 +10%
KCM
27
KM Capital Management
Texas
$459K
NA
28
NewEdge Advisors
Louisiana
$455K +$57.7K +1,937 +15%
TC
29
TownSquare Capital
Utah
$435K -$12.6M -422,418 -97%
DAS
30
Diversify Advisory Services
Utah
$405K +$8.37K +281 +2%
GWM
31
Gibbs Wealth Management
Georgia
$337K +$18.1K +606 +6%
RW
32
Regimen Wealth
Georgia
$277K
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$257K
DWM
34
Diversify Wealth Management
Utah
$250K -$17.9K -601 -7%
MWM
35
Modern Wealth Management
Kansas
$202K +$194K +6,502 New
HI
36
Harbour Investments
Wisconsin
$51.7K
PS
37
Principal Securities
Iowa
$49.6K
IA
38
IFP Advisors
Florida
$8.68K +$8.34K +280 New
GWM
39
Geneos Wealth Management
Colorado
$2.02K
JP Morgan Chase
40
JP Morgan Chase
New York
$1.68K -$46K -1,546 -97%
Osaic Holdings
41
Osaic Holdings
Arizona
$961 -$6.52K -219 -88%
AAS
42
Ameritas Advisory Services
Nebraska
-$592K -19,778 Closed
FD
43
Financial Designs
California
-$294K -10,035 Closed
SAI
44
Savvy Advisors Inc
New York
-$237K -8,080 Closed
CA
45
Continuum Advisory
Idaho
-$186K -6,353 Closed
MG
46
Mather Group
Illinois
-$14.4K -490 Closed
UBS Group
47
UBS Group
Switzerland
-$645 -22 Closed