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iShares US Broker-Dealers & Securities Exchanges ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
26
Well Done LLC
Michigan
$702K -$20.5K -311 -3%
SPIA
27
Steward Partners Investment Advisory
New York
$602K +$65.1K +989 +13%
Truist Financial
28
Truist Financial
North Carolina
$585K +$563K +8,545 New
Goldman Sachs
29
Goldman Sachs
New York
$573K -$593 -9 -0.1%
GEA
30
Glen Eagle Advisors
New Jersey
$503K +$66 +1 +0%
IAA
31
Independent Advisor Alliance
North Carolina
$418K +$402K +6,106 New
CFA
32
Carroll Financial Associates
North Carolina
$393K +$12.2K +186 +3%
TRCT
33
Tower Research Capital (TRC)
New York
$388K +$18.9K +287 +5%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$376K
DC
35
Davenport & Co
Virginia
$367K +$16.8K +255 +5%
AWM
36
Avitas Wealth Management
California
$303K -$2.63K -40 -0.9%
RVM
37
Robinson Value Management
Texas
$301K +$289K +4,396 New
GDP
38
Great Diamond Partners
Maine
$296K +$285K +4,335 New
SI
39
Stephens Inc
Arkansas
$269K +$790 +12 +0.3%
OC
40
Oppenheimer & Co
New York
$264K -$3.06M -46,536 -92%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$215K -$170K -2,581 -45%
HWA
42
HCR Wealth Advisors
California
$198K +$190K +2,885 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$183K -$1.98K -30 -1%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$163K -$325K -4,943 -45%
AG
45
Advisor Group
Arizona
$150K -$39.5K -600 -22%
CAAS
46
Capital Asset Advisory Services
Michigan
$109K +$100K +1,524 New
BDWM
47
Brewin Dolphin Wealth Management
Ireland
$103K
BAM
48
Belpointe Asset Management
Nevada
$101K +$97K +1,473 New
Citigroup
49
Citigroup
New York
$82K +$66 +1 +0.1%
SFS
50
Sowell Financial Services
Arkansas
$63K -$9.88K -150 -14%