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MLRG

iShares MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$219K -$4.16K -120 -2%
CCA
52
Clearwater Capital Advisors
Illinois
$215K – – –
IF
53
Ironwood Financial
Arizona
$194K -$6.52K -188 -3%
WTC
54
WhitTier Trust Company
Nevada
$138K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$129K – – –
GAM
56
Gemmer Asset Management
California
$95K +$416 +12 +0.4%
BWA
57
Burt Wealth Advisors
Maryland
$50K +$48.7K +1,404 New
NFG
58
Next Financial Group
Texas
$49K -$32.2K -928 -40%
GWM
59
Geneos Wealth Management
Colorado
$40K – – –
ECM
60
Exchange Capital Management
Michigan
$35K – – –
BlackRock
61
BlackRock
New York
$33K -$694 -20 -2%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$2.92K +84 +11%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$22K – – –
US Bancorp
64
US Bancorp
Minnesota
$10K +$9.3K +268 New
SPIA
65
Steward Partners Investment Advisory
New York
$9K +$9.72K +280 New
BC
66
Bartlett & Co
Ohio
$7K – – –
FWM
67
Focused Wealth Management
New York
$6K – – –
GWM
68
Greenwich Wealth Management
Connecticut
– -$9.38M -282,828 Closed
SWPG
69
Strategic Wealth Partners Group
Illinois
– -$1.29M -39,036 Closed
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
– -$183K -5,624 Closed
LWA
71
Lowe Wealth Advisors
Maryland
– -$27K -800 Closed
Barclays
72
Barclays
United Kingdom
– -$9K -260 Closed
PFS
73
Physicians Financial Services
North Carolina
– -$6K -200 Closed