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iShares US Broker-Dealers & Securities Exchanges ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
101
Glen Eagle Advisors
New Jersey
$373K
KWM
102
Kingsview Wealth Management
Oregon
$372K -$41.5K -233 -10%
AFP
103
Ausdal Financial Partners
Iowa
$369K +$374K +2,102 New
AIA
104
AIMZ Investment Advisors
California
$358K
Bank of New York Mellon
105
Bank of New York Mellon
New York
$352K -$438K -2,461 -55%
SF
106
Summit Financial
New Jersey
$350K -$27.4K -154 -7%
BAM
107
Belpointe Asset Management
Nevada
$348K +$353K +1,984 New
FCA
108
Fortis Capital Advisors
Kansas
$348K +$353K +1,984 New
NWA
109
Navis Wealth Advisors
New York
$333K
GRP
110
Global Retirement Partners
California
$325K +$330K +1,854 New
RWS
111
Resolute Wealth Strategies
Mississippi
$325K +$891 +5 +0.3%
BAAM
112
Baker Avenue Asset Management
California
$321K -$2.38M -13,353 -88%
CI
113
CX Institutional
Indiana
$306K -$3.37M -18,893 -92%
NSIM
114
North Star Investment Management
Illinois
$288K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$283K +$25.5K +143 +10%
SL
116
SWMG LLC
Texas
$281K
KIA
117
Kraematon Investment Advisors
Massachusetts
$262K -$58.3K -327 -18%
US Bancorp
118
US Bancorp
Minnesota
$249K +$67.9K +381 +37%
AR
119
Apeiron RIA
Texas
$232K -$714K -4,005 -75%
CF
120
Centaurus Financial
California
$220K -$109K -611 -33%
WA
121
Waverly Advisors
Alabama
$220K +$223K +1,253 New
PAG
122
Private Advisor Group
New Jersey
$219K +$222K +1,247 New
AWM
123
Axxcess Wealth Management
California
$218K +$221K +1,242 New
WPP
124
Whalerock Point Partners
Rhode Island
$215K
CWM
125
Chicago Wealth Management
Illinois
$214K -$15.1K -85 -7%