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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
$33.9M +$19.5M +589,055 +135%
BlackRock
2
BlackRock
New York
$15M -$497K -15,000 -3%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$11M -$2.61M -78,826 -19%
PS
4
Planned Solutions
California
$6.03M -$157K -4,750 -3%
VFPW
5
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.94M -$97.5K -2,944 -3%
EFL
6
ERn Financial LLC
Wisconsin
$2.27M +$235K +7,105 +12%
AP
7
Americana Partners
Texas
$2.24M -$1M -30,279 -31%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.88M +$38.4K +1,160 +2%
VA
9
Valmark Advisers
Ohio
$1.38M +$175K +5,297 +15%
PI
10
PFG Investments
New York
$1.35M -$107K -3,219 -7%
BW
11
BIP Wealth
Georgia
$1.04M +$1.05M +31,588 New
CAG
12
Csenge Advisory Group
Florida
$933K +$93.9K +2,835 +11%
FAM
13
Formidable Asset Management
Ohio
$831K +$62.7K +1,892 +8%
NA
14
NewEdge Advisors
Louisiana
$703K +$54.6K +1,648 +8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$558K +$316K +9,532 +130%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$489K +$490K +14,800 New
Raymond James Financial
17
Raymond James Financial
Florida
$480K +$481K +14,516 New
HighTower Advisors
18
HighTower Advisors
Illinois
$360K +$4.01K +121 +1%
AAS
19
Ameritas Advisory Services
Nebraska
$303K -$574K -17,342 -65%
HI
20
Harbour Investments
Wisconsin
$228K +$173K +5,235 +314%
Jane Street
21
Jane Street
New York
$202K +$203K +6,119 New
CA
22
Clearstead Advisors
Ohio
$105K
Morgan Stanley
23
Morgan Stanley
New York
$62.9K +$63K +1,901 New
KAS
24
Kestra Advisory Services
Texas
$57.7K +$57.8K +1,744 New
Bank of America
25
Bank of America
North Carolina
$52.1K +$52.2K +1,576 New