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iShares US Broker-Dealers & Securities Exchanges ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
151
Cornerstone Planning Group
New Jersey
$13.5K – – –
AIM
152
Anchor Investment Management
South Carolina
$13.3K – – –
HWA
153
HHM Wealth Advisors
Tennessee
$12.6K – – –
HHGA
154
Halbert Hargrove Global Advisors
California
$12.2K – – –
RFP
155
Root Financial Partners
California
$10.8K -$2.62K -15 -19%
IAIM
156
International Assets Investment Management
Florida
$9.95K – – –
CAN
157
Capital Advisor Network
Indiana
$8.04K +$8.57K +49 New
DSC
158
Duncker Streett & Co
Missouri
$7.88K – – –
UBS AM
159
UBS AM
Illinois
$6.9K +$7.34K +42 New
EWA
160
EverSource Wealth Advisors
Alabama
$6.4K – – –
AWM
161
Abound Wealth Management
Tennessee
$5.25K – – –
CPBTD
162
Central Pacific Bank - Trust Division
Hawaii
$4.92K – – –
CT
163
Caldwell Trust
Florida
$4.92K +$5.25K +30 New
HFS
164
Hantz Financial Services
Michigan
$4K – – –
ACA
165
Aptus Capital Advisors
Alabama
$3.61K – – –
GWM
166
Gilpin Wealth Management
Colorado
$2.96K – – –
KFI
167
Key Financial Inc
Pennsylvania
$2.63K +$2.8K +16 New
MEG
168
Millstone Evans Group
Colorado
$2.3K – – –
FM
169
Family Management
New York
$1.64K – – –
TFGT
170
TS Financial Group (TSFG)
Illinois
$1K +$1.4K +8 New
CIAS
171
Capital Investment Advisory Services
North Carolina
$985 – – –
BNA
172
BankChampaign National Association
Illinois
$821 -$42.8K -245 -98%
HNB
173
Huntington National Bank
Ohio
$328 – – –
JF
174
Jump Financial
Illinois
– -$8.04M -44,840 Closed
FFS
175
Founders Financial Securities
Maryland
– -$5.06M -28,206 Closed