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MLRG

iShares MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
76
BlackRock
New York
$55K +$12.9K +332 +30%
RFC
77
Regions Financial Corp
Alabama
$48K – – –
BWM
78
BerganKDV Wealth Management
Minnesota
$47K +$47.6K +1,224 New
BA
79
Ballew Advisors
Mississippi
$36K – – –
GAM
80
Gemmer Asset Management
California
$33K – – –
SPIA
81
Steward Partners Investment Advisory
New York
$26K -$136K -3,504 -84%
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$10.1K -260 -30%
ECM
83
Exchange Capital Management
Michigan
$19K -$14.6K -376 -44%
AIP
84
Ameritas Investment Partners
Nebraska
$19K +$1.09K +28 +6%
WP
85
WealthShield Partners
North Carolina
$17K – – –
WEC
86
Winslow Evans & Crocker
Massachusetts
$16K – – –
LFG
87
LifePlan Financial Group
Ohio
$10K – – –
SEI Investments
88
SEI Investments
Pennsylvania
$9K – – –
BC
89
Bartlett & Co
Ohio
$8K – – –
MA
90
MUFG Americas
New York
$8K – – –
BCWM
91
Bartlett & Co Wealth Management
Ohio
$7.73K – – –
FWM
92
Focused Wealth Management
New York
$6K – – –
FIA
93
FNY Investment Advisers
New York
$6K +$7K +180 New
PO
94
Private Ocean
California
$5K – – –
MC
95
Mathes Company
New York
– -$2.39M -62,300 Closed
TSS
96
Two Sigma Securities
New York
– -$714K -18,620 Closed
LNC
97
Lincoln National Corp
Pennsylvania
– -$346K -9,032 Closed
PWAG
98
Polaris Wealth Advisory Group
California
– -$15K -400 Closed
JCM
99
Jacobi Capital Management
Pennsylvania
– -$5K -132 Closed