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iShares US Broker-Dealers & Securities Exchanges ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$211K +$209K +1,467 New
SWM
127
Spire Wealth Management
Virginia
$209K +$207K +1,451 New
CF
128
Centaurus Financial
California
$208K -$102K -712 -33%
LCGC
129
Legacy Capital Group California
California
$203K +$201K +1,407 New
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$152K +$6.85K +48 +5%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$148K +$30.4K +213 +26%
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$133K +$119K +835 +949%
EB
133
Eastern Bank
Massachusetts
$127K
BA
134
Bristlecone Advisors
Washington
$79.3K
William Blair & Company
135
William Blair & Company
Illinois
$78.2K +$6.14K +43 +9%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$75.4K +$74.6K +523 New
GRP
137
Global Retirement Partners
California
$65.3K +$6.42K +45 +11%
BL
138
Balentine LLC
Georgia
$63.8K
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$60.6K +$44.5K +312 +297%
CJ
140
Caitlin John
Michigan
$59.7K
HI
141
Harbour Investments
Wisconsin
$56.6K +$143 +1 +0.3%
WSFS
142
Wilmington Savings Fund Society
Delaware
$52K -$11K -77 -18%
CCM
143
Chilton Capital Management
Texas
$45.5K +$45.1K +316 New
CA
144
CoreCap Advisors
Michigan
$45.2K +$33.2K +233 +288%
SS
145
Sunbelt Securities
Texas
$42.3K
KIM
146
Kestra Investment Management
Texas
$38.4K +$38K +266 New
SC
147
SouthState Corp
Florida
$38K +$37.7K +264 New
FFA
148
Founders Financial Alliance
North Carolina
$33.5K +$143 +1 +0.4%
PTC
149
Private Trust Company
Ohio
$28K -$4.42K -31 -14%
IA
150
IFP Advisors
Florida
$27.2K -$2.43K -17 -8%