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iShares US Broker-Dealers & Securities Exchanges ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
176
Tucker Asset Management
Colorado
$2.38K +$2.53K +17 New
MEG
177
Millstone Evans Group
Colorado
$1.96K – – –
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$1.68K -$10.9K -73 -86%
FM
179
Family Management
New York
$1.4K – – –
S
180
SignatureFD
Georgia
$95 -$26K -175 -99%
Victory Capital Management
181
Victory Capital Management
Texas
– -$33.5M -232,399 Closed
PFM
182
Potomac Fund Management
Florida
– -$8.79M -61,030 Closed
HIP
183
Harrell Investment Partners
Texas
– -$3.89M -27,001 Closed
RWP
184
RWA Wealth Partners
Massachusetts
– -$3.23M -22,401 Closed
CIA
185
Concurrent Investment Advisors
Florida
– -$2.08M -14,453 Closed
TCA
186
Transcend Capital Advisors
New Jersey
– -$1.55M -10,745 Closed
QAM
187
Q3 Asset Management
Michigan
– -$1.46M -10,176 Closed
FEM
188
Fulcrum Equity Management
Texas
– -$1.18M -8,194 Closed
SSA
189
Schonfeld Strategic Advisors
New York
– -$1,000K -6,937 Closed
FIM
190
Freedom Investment Management
Connecticut
– -$821K -5,697 Closed
SI
191
Stephens Inc
Arkansas
– -$626K -4,343 Closed
RWB
192
RMR Wealth Builders
New Jersey
– -$487K -3,379 Closed
WA
193
Waverly Advisors
Alabama
– -$442K -3,066 Closed
HH
194
Hilltop Holdings
Texas
– -$424K -2,944 Closed
MW
195
Marcum Wealth
Ohio
– -$361K -2,504 Closed
WI
196
WBI Investments
New Jersey
– -$353K -2,453 Closed
PWP
197
Phillips Wealth Planners
Mississippi
– -$339K -2,401 Closed
TWPM
198
Total Wealth Planning & Management
Florida
– -$295K -2,050 Closed
SAM
199
Secure Asset Management
Michigan
– -$289K -2,005 Closed
WIA
200
World Investment Advisors
California
– -$280K -1,940 Closed