BerganKDV Wealth Management, LLC - ISHARES U S ETF TR ownership

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2022$12,000
-7.7%
3000.0%0.00%0.0%
Q1 2022$13,000
-7.1%
3000.0%0.00%0.0%
Q4 2021$14,0003000.00%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
WealthBridge Capital Management, LLC 24,990$960,0000.41%
Tower Research Capital LLC (TRC) 48,676$1,870,0000.04%
HighMark Wealth Management LLC 500$19,0000.02%
Belpointe Asset Management LLC 5,578$214,0000.01%
Founders Financial Alliance, LLC 642$25,0000.01%
Sterling Investment Advisors, Ltd. 65$17,0000.01%
Halpern Financial, Inc. 201$7,7220.00%
Joseph P. Lucia & Associates, LLC 100$4,0000.00%
TD Waterhouse Canada Inc. 1,755$72,5650.00%
First Horizon Advisors, Inc. 430$17,0000.00%
View complete list of ISHARES U S ETF TR shareholders