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iShares US Broker-Dealers & Securities Exchanges ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$356K +$18.4K +204 +5%
GKWIM
52
Gerber Kawasaki Wealth & Investment Management
California
$348K +$373K +4,151 New
OPS
53
Orion Portfolio Solutions
Nebraska
$338K -$250K -2,783 -41%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$312K -$38.1K -424 -10%
SI
55
Stephens Inc
Arkansas
$309K -$4.16M -46,245 -93%
CA
56
Cetera Advisors
Colorado
$291K -$5.22K -58 -2%
MA
57
Maxele Advisors
Missouri
$268K -$35.5K -395 -11%
AWCI
58
Alpine Woods Capital Investors
New York
$252K
FHA
59
Flagship Harbor Advisors
Massachusetts
$249K +$90 +1 +0%
KA
60
Kovack Advisors
Florida
$238K -$7.47K -83 -3%
CAN
61
Cetera Advisor Networks
California
$233K +$41.2K +458 +20%
SC
62
Scotia Capital
Ontario, Canada
$222K -$108K -1,199 -31%
JWCA
63
J.W. Cole Advisors
Florida
$222K -$2.25K -25 -0.9%
NWA
64
Navis Wealth Advisors
New York
$210K
DBIA
65
Dumont & Blake Investment Advisors
New Jersey
$207K -$70.9K -788 -24%
IFG
66
Independent Financial Group
California
$201K +$7.02K +78 +3%
CF
67
Centaurus Financial
California
$197K +$212K +2,351 New
GEA
68
Glen Eagle Advisors
New Jersey
$176K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$172K +$2.52K +28 +1%
JP Morgan Chase
70
JP Morgan Chase
New York
$171K +$183K +2,032 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$149K -$60.1K -668 -27%
BDWM
72
Brewin Dolphin Wealth Management
Ireland
$120K
GRP
73
Global Retirement Partners
California
$117K +$630 +7 +0.5%
AF
74
Advisornet Financial
Minnesota
$99K -$4.59K -51 -4%
AWM
75
Accel Wealth Management
Iowa
$64K +$270 +3 +0.4%