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iShares Top 20 U.S. Stocks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QFA
51
Quattro Financial Advisors
Texas
$480K +$473K +14,585 New
TFS
52
Thoroughbred Financial Services
Tennessee
$479K +$473K +14,565 New
Leavell Investment Management
53
Leavell Investment Management
Alabama
$478K +$31.3K +966 +7%
WealthPlan Investment Management
54
WealthPlan Investment Management
Nebraska
$425K +$10.1K +311 +2%
MA
55
Mutual Advisors
Nebraska
$407K +$25.2K +778 +7%
GC
56
GatePass Capital
Ohio
$379K +$374K +11,515 New
Harbour Investments
57
Harbour Investments
Wisconsin
$345K +$20.4K +630 +6%
Creative Financial Designs
58
Creative Financial Designs
Indiana
$333K +$309K +9,516 +1,594%
HRT Financial
59
HRT Financial
New York
$318K +$314K +9,669 New
SkyOak Wealth
60
SkyOak Wealth
Michigan
$315K +$4.06K +125 +1%
SFC
61
Strategic Financial Concepts
Texas
$306K -$97K -2,990 -24%
Concurrent Investment Advisors
62
Concurrent Investment Advisors
Florida
$304K +$4.61K +142 +2%
Rothschild Investment LLC
63
Rothschild Investment LLC
Illinois
$304K +$299K +9,225 New
MML Investors Services
64
MML Investors Services
Massachusetts
$303K +$298K +9,195 New
NFG
65
Norris Financial Group
South Carolina
$289K – – –
GCP
66
Guardian Capital (Pennsylvania)
Pennsylvania
$260K -$38.9K -1,200 -13%
Focus Partners Advisor Solutions
67
Focus Partners Advisor Solutions
Missouri
$252K -$46.6K -1,435 -16%
Laurel Oak Wealth Management
68
Laurel Oak Wealth Management
New Jersey
$243K +$32 +1 +0%
Flagship Harbor Advisors
69
Flagship Harbor Advisors
Massachusetts
$238K +$6.16K +190 +3%
Valeo Financial Advisors
70
Valeo Financial Advisors
Indiana
$231K +$228K +7,025 New
APFP
71
Action Point Financial Planning
Michigan
$229K +$226K +6,961 New
Private Trust Company
72
Private Trust Company
Ohio
$227K – – –
Mariner
73
Mariner
Kansas
$225K -$437K -13,465 -66%
Advisory Services Network
74
Advisory Services Network
Georgia
$213K +$1.4K +43 +0.7%
TPWA
75
Twin Peaks Wealth Advisors
California
$211K +$208K +6,395 New