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iShares US Broker-Dealers & Securities Exchanges ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$785K -$214K -1,441 -20%
JP Morgan Chase
77
JP Morgan Chase
New York
$777K -$2.13M -14,345 -72%
AR
78
Apeiron RIA
Texas
$766K -$21.4K -144 -3%
SA
79
Sanctuary Advisors
Indiana
$761K -$2.06M -13,878 -72%
WA
80
WestEnd Advisors
North Carolina
$730K -$105M -702,807 -99%
JWM
81
Jackson Wealth Management
Florida
$698K +$4.01K +27 +0.5%
NA
82
NewEdge Advisors
Louisiana
$686K -$28.9K -194 -4%
Lido Advisors
83
Lido Advisors
California
$679K +$720K +4,844 New
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$661K -$32.9K -221 -4%
MWA
85
Muirfield Wealth Advisors
North Carolina
$634K -$374K -2,514 -36%
HVP
86
Hudson Value Partners
Florida
$629K +$92.4K +621 +16%
AG
87
Ascent Group
Virginia
$586K +$393K +2,642 +172%
BCM
88
Beaumont Capital Management
Massachusetts
$573K +$608K +4,090 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$544K -$66.6K -448 -10%
SCA
90
Southern Capital Advisors
Tennessee
$528K +$561K +3,771 New
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$528K +$40.9K +275 +8%
GFPC
92
Global Financial Private Client
Florida
$508K +$539K +3,626 New
HIM
93
Hanlon Investment Management
New Jersey
$489K +$519K +3,488 New
PAS
94
Park Avenue Securities
New York
$481K -$131K -878 -20%
HAS
95
HBW Advisory Services
California
$462K -$60.5K -407 -11%
JCM
96
Janney Capital Management
Pennsylvania
$450K +$477K +3,209 New
AWCI
97
Alpine Woods Capital Investors
New York
$420K
MA
98
Maxele Advisors
Missouri
$410K -$3.72K -25 -0.8%
TSS
99
Two Sigma Securities
New York
$401K +$425K +2,861 New
KNW
100
Kesler Norman & Wride
Utah
$398K -$22.5K -151 -5%