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iShares US Broker-Dealers & Securities Exchanges ETF
IAI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Kovack Advisors
101
Kovack Advisors
Florida
USD 398 k -USD 425 k -2,387 -52%
Glen Eagle Advisors
102
Glen Eagle Advisors
New Jersey
USD 373 k – – –
Kingsview Wealth Management
103
Kingsview Wealth Management
Oregon
USD 372 k -USD 41.5 k -233 -10%
Ausdal Financial Partners
104
Ausdal Financial Partners
Iowa
USD 369 k +USD 374 k +2,102 Nuevas
AIA
105
AIMZ Investment Advisors
California
USD 358 k – – –
Bank of New York Mellon
106
Bank of New York Mellon
New York
USD 352 k -USD 438 k -2,461 -55%
Summit Financial
107
Summit Financial
New Jersey
USD 350 k -USD 27.4 k -154 -7%
Belpointe Asset Management
108
Belpointe Asset Management
Nevada
USD 348 k +USD 353 k +1,984 Nuevas
Fortis Capital Advisors
109
Fortis Capital Advisors
Kansas
USD 348 k +USD 353 k +1,984 Nuevas
Navis Wealth Advisors
110
Navis Wealth Advisors
New York
USD 333 k – – –
Global Retirement Partners
111
Global Retirement Partners
California
USD 325 k +USD 330 k +1,854 Nuevas
Resolute Wealth Strategies
112
Resolute Wealth Strategies
Mississippi
USD 325 k +USD 891 +5 +0.3%
Baker Avenue Asset Management
113
Baker Avenue Asset Management
California
USD 321 k -USD 2.38 M -13,353 -88%
CX Institutional
114
CX Institutional
Indiana
USD 306 k -USD 3.37 M -18,893 -92%
North Star Investment Management
115
North Star Investment Management
Illinois
USD 288 k – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
USD 283 k +USD 25.5 k +143 +10%
SWMG LLC
117
SWMG LLC
Texas
USD 281 k – – –
Kraematon Investment Advisors
118
Kraematon Investment Advisors
Massachusetts
USD 262 k -USD 58.3 k -327 -18%
US Bancorp
119
US Bancorp
Minnesota
USD 249 k +USD 67.9 k +381 +37%
Apeiron RIA
120
Apeiron RIA
Texas
USD 232 k -USD 714 k -4,005 -75%
Centaurus Financial
121
Centaurus Financial
California
USD 220 k -USD 109 k -611 -33%
Waverly Advisors
122
Waverly Advisors
Alabama
USD 220 k +USD 223 k +1,253 Nuevas
Private Advisor Group
123
Private Advisor Group
New Jersey
USD 219 k +USD 222 k +1,247 Nuevas
Axxcess Wealth Management
124
Axxcess Wealth Management
California
USD 218 k +USD 221 k +1,242 Nuevas
Whalerock Point Partners
125
Whalerock Point Partners
Rhode Island
USD 215 k – – –
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5
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