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MLRG

iShares MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
101
Silver Oak Securities
Tennessee
$415K -$12.1K -121 -3%
PFA
102
Portland Financial Advisors
New York
$412K – – –
AAS
103
Asset Allocation Strategies
Michigan
$411K +$903 +9 +0.2%
FA
104
Flagstar Advisors
New York
$384K -$502 -5 -0.1%
UCFA
105
United Capital Financial Advisors
Texas
$375K – – –
KCP
106
Kera Capital Partners
California
$371K +$359K +3,578 New
AC
107
AlphaCore Capital
California
$366K – – –
SPIA
108
Steward Partners Investment Advisory
New York
$364K – – –
PFA
109
Pure Financial Advisors
California
$353K -$2.51K -25 -0.7%
MWM
110
Mission Wealth Management
California
$351K +$340K +3,384 New
LFS
111
Lutz Financial Services
Nebraska
$343K – – –
CWM
112
Cornerstone Wealth Management
Missouri
$339K – – –
BPA
113
Beacon Pointe Advisors
California
$336K +$602 +6 +0.2%
FWM
114
FMB Wealth Management
California
$330K – – –
FF
115
Foundry Financial
California
$330K – – –
XT
116
XTX Topco
Cayman Islands
$310K +$301K +2,994 New
OAS
117
Optivise Advisory Services
Tennessee
$301K -$6.62K -66 -2%
DWM
118
Diversify Wealth Management
Utah
$295K – – –
DAS
119
Diversify Advisory Services
Utah
$295K +$289K +2,880 New
IFA
120
Index Fund Advisors
California
$290K – – –
WIA
121
World Investment Advisors
California
$288K – – –
OCG
122
Opus Capital Group
Ohio
$283K – – –
IWC
123
Integrated Wealth Concepts
Massachusetts
$279K – – –
BCI
124
Brinker Capital Investments
Pennsylvania
$277K -$754K -7,508 -74%
GVAG
125
Great Valley Advisor Group
Delaware
$273K +$602 +6 +0.2%