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iShares US Broker-Dealers & Securities Exchanges ETF
IAI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40M +$23.7M +359,335 +142%
MIH
2
Meitav Investment House
Israel
$23.7M +$20.7M +313,239 +641%
Wells Fargo
3
Wells Fargo
California
$19.3M +$4.51M +68,302 +30%
Bank of America
4
Bank of America
North Carolina
$10.4M +$3.2M +48,467 +44%
BAAM
5
Baker Avenue Asset Management
California
$8.35M +$514K +7,788 +6%
LPL Financial
6
LPL Financial
California
$7.24M +$162K +2,458 +2%
BCM
7
Barometer Capital Management
Ontario, Canada
$7.21M +$1.28M +19,400 +21%
BCM
8
Brookstone Capital Management
Illinois
$6.61M +$6.67M +100,949 New
NCM
9
Niemann Capital Management
Nevada
$6.34M +$6.4M +96,883 New
CCMG
10
Clark Capital Management Group
Pennsylvania
$5.95M +$2.32M +35,059 +63%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.8M +$5.71M +86,479 +3,868%
UBS Group
12
UBS Group
Switzerland
$5M +$1.12M +16,927 +28%
MWM
13
MinichMacGregor Wealth Management
New York
$4.74M +$4.79M +72,507 New
RJA
14
Raymond James & Associates
Florida
$3.53M +$1.01M +15,322 +40%
Citadel Advisors
15
Citadel Advisors
Florida
$3.5M +$2.93M +44,323 +481%
Jane Street
16
Jane Street
New York
$3.05M +$3.08M +46,645 New
MAP
17
Milestone Advisory Partners
North Carolina
$3M -$101K -1,524 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.96M +$907K +13,740 +44%
MWM
19
Merriman Wealth Management
Washington
$2.75M -$267K -4,036 -9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.68M +$2.21M +33,510 +435%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2.3M +$2.27M +34,315 +3,856%
MM
22
Main Management
California
$2.26M – – –
Stifel Financial
23
Stifel Financial
Missouri
$2.04M +$1.29M +19,570 +167%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.96M +$675K +10,224 +52%
OC
25
Oppenheimer & Co
New York
$1.85M +$1.61M +24,424 +622%
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