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iShares Top 20 U.S. Stocks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.39M +$83.6K +2,575 +6%
PFS
27
Prospera Financial Services
Texas
$1.35M -$55.9K -1,724 -4%
RAG
28
RIA Advisory Group
Iowa
$1.34M -$169K -5,203 -11%
KWS
29
Keystone Wealth Services
California
$1.32M +$53K +1,634 +4%
SAW
30
Signal Advisors Wealth
Michigan
$1.29M +$1.27M +39,182 New
OCA
31
OpenArc Corporate Advisory
Georgia
$1.27M +$135K +4,146 +12%
P
32
&Partners
Tennessee
$1M +$1.07M +33,057 New
MFN
33
Midwest Financial Network
Illinois
$970K +$956K +29,462 New
JWCA
34
J.W. Cole Advisors
Florida
$953K -$74.3K -2,289 -7%
CWP
35
Core Wealth Partners
California
$943K -$212K -6,548 -19%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$834K
CW
37
CreativeOne Wealth
Kansas
$825K -$69.9K -2,153 -8%
KIM
38
Kestra Investment Management
Texas
$825K +$813K +25,052 New
MIA
39
MMBG Investment Advisors
Florida
$823K +$811K +25,000 New
Bank of America
40
Bank of America
North Carolina
$811K +$219K +6,742 +38%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$778K +$505K +15,564 +193%
SAI
42
Savvy Advisors Inc
New York
$748K -$324 -10 -0%
CPC
43
Consolidated Planning Corp
Georgia
$735K +$725K +22,340 New
GWM
44
Geneos Wealth Management
Colorado
$711K +$332K +10,218 +90%
RFP
45
RCS Financial Planning
Maryland
$648K +$639K +19,683 New
Legacy Financial Group (Iowa)
46
Legacy Financial Group (Iowa)
Iowa
$608K +$10.5K +323 +2%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$606K +$251K +7,731 +72%
TFA
48
Tranquilli Financial Advisor
New Jersey
$582K +$192K +5,930 +51%
PAG
49
Private Advisor Group
New Jersey
$536K -$507K -15,621 -49%
QFA
50
Quattro Financial Advisors
Texas
$480K +$473K +14,585 New