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iShares US Broker-Dealers & Securities Exchanges ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$366K +$428 +3 +0.1%
MW
102
Marcum Wealth
Ohio
$361K -$27.5K -193 -7%
NWA
103
Navis Wealth Advisors
New York
$360K
WI
104
WBI Investments
New Jersey
$353K -$55.9K -392 -14%
US Bancorp
105
US Bancorp
Minnesota
$346K +$313K +2,191 +1,033%
PWP
106
Phillips Wealth Planners
Mississippi
$339K -$6.42K -45 -2%
SF
107
Summit Financial
New Jersey
$335K -$8.71K -61 -3%
RWS
108
Resolute Wealth Strategies
Mississippi
$331K -$30.7K -215 -9%
SWM
109
SeaCrest Wealth Management
New York
$330K +$327K +2,290 New
GEA
110
Glen Eagle Advisors
New Jersey
$306K
TWPM
111
Total Wealth Planning & Management
Florida
$295K +$293K +2,050 New
SAM
112
Secure Asset Management
Michigan
$289K +$20.4K +143 +8%
KF
113
KKM Financial
Illinois
$281K +$278K +1,950 New
WIA
114
World Investment Advisors
California
$280K +$277K +1,940 New
CI
115
CX Institutional
Indiana
$279K -$6.28K -44 -2%
IA
116
IFG Advisory
Georgia
$272K +$270K +1,889 New
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$272K +$4.71K +33 +2%
CAG
118
Csenge Advisory Group
Florida
$262K +$259K +1,816 New
CI
119
CPR Investments
Michigan
$252K +$249K +1,747 New
NSIM
120
North Star Investment Management
Illinois
$251K
WA
121
WESPAC Advisors
California
$238K +$236K +1,651 New
GM
122
GeoWealth Management
Illinois
$225K -$53.5K -375 -19%
AG
123
Ascent Group
Virginia
$222K -$54.9K -385 -20%
Citigroup
124
Citigroup
New York
$221K +$28.5K +200 +15%
SL
125
SWMG LLC
Texas
$220K +$571 +4 +0.3%