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iShares US Broker-Dealers & Securities Exchanges ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
101
Summit Financial
New Jersey
$353K -$51.4K -294 -12%
GEA
102
Glen Eagle Advisors
New Jersey
$349K
AIA
103
AIMZ Investment Advisors
California
$335K
GWP
104
Gateway Wealth Partners
Wisconsin
$314K +$335K +1,914 New
IAA
105
Independent Advisor Alliance
North Carolina
$313K +$333K +1,907 New
NWA
106
Navis Wealth Advisors
New York
$312K -$52.5K -300 -14%
CF
107
Centaurus Financial
California
$306K -$3.5K -20 -1%
RWS
108
Resolute Wealth Strategies
Mississippi
$304K +$1.4K +8 +0.4%
KIA
109
Kraematon Investment Advisors
Massachusetts
$299K +$350 +2 +0.1%
NSIM
110
North Star Investment Management
Illinois
$270K
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$241K +$14K +80 +6%
SL
112
SWMG LLC
Texas
$239K +$1.05K +6 +0.4%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$223K -$33.6K -192 -12%
CWM
114
Chicago Wealth Management
Illinois
$214K -$13.6M -77,697 -98%
KF
115
KKM Financial
Illinois
$207K
WPP
116
Whalerock Point Partners
Rhode Island
$201K
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$170K -$8.22K -47 -4%
US Bancorp
118
US Bancorp
Minnesota
$170K +$149K +850 +455%
FFA
119
Farther Finance Advisors
California
$160K -$321K -1,836 -65%
EB
120
Eastern Bank
Massachusetts
$144K
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$98.2K +$7.17K +41 +7%
IA
122
IFP Advisors
Florida
$86.4K -$6.01M -34,369 -98%
FIM
123
FWL Investment Management
Texas
$77.8K -$22.6K -129 -21%
BL
124
Balentine LLC
Georgia
$72.7K
BlackRock
125
BlackRock
New York
$67.5K -$525 -3 -0.7%