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iShares US Broker-Dealers & Securities Exchanges ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
101
Kovack Advisors
Florida
$398K -$425K -2,387 -52%
GEA
102
Glen Eagle Advisors
New Jersey
$373K – – –
KWM
103
Kingsview Wealth Management
Oregon
$372K -$41.5K -233 -10%
AFP
104
Ausdal Financial Partners
Iowa
$369K +$374K +2,102 New
AIA
105
AIMZ Investment Advisors
California
$358K – – –
Bank of New York Mellon
106
Bank of New York Mellon
New York
$352K -$438K -2,461 -55%
SF
107
Summit Financial
New Jersey
$350K -$27.4K -154 -7%
BAM
108
Belpointe Asset Management
Nevada
$348K +$353K +1,984 New
FCA
109
Fortis Capital Advisors
Kansas
$348K +$353K +1,984 New
NWA
110
Navis Wealth Advisors
New York
$333K – – –
GRP
111
Global Retirement Partners
California
$325K +$330K +1,854 New
RWS
112
Resolute Wealth Strategies
Mississippi
$325K +$891 +5 +0.3%
BAAM
113
Baker Avenue Asset Management
California
$321K -$2.38M -13,353 -88%
CI
114
CX Institutional
Indiana
$306K -$3.37M -18,893 -92%
NSIM
115
North Star Investment Management
Illinois
$288K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$283K +$25.5K +143 +10%
SL
117
SWMG LLC
Texas
$281K – – –
KIA
118
Kraematon Investment Advisors
Massachusetts
$262K -$58.3K -327 -18%
US Bancorp
119
US Bancorp
Minnesota
$249K +$67.9K +381 +37%
AR
120
Apeiron RIA
Texas
$232K -$714K -4,005 -75%
CF
121
Centaurus Financial
California
$220K -$109K -611 -33%
WA
122
Waverly Advisors
Alabama
$220K +$223K +1,253 New
PAG
123
Private Advisor Group
New Jersey
$219K +$222K +1,247 New
AWM
124
Axxcess Wealth Management
California
$218K +$221K +1,242 New
WPP
125
Whalerock Point Partners
Rhode Island
$215K – – –