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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
$43.7M -$655K -9,949 -2%
SWA
2
SFMG Wealth Advisors
Texas
$27.3M +$26.3M +399,085 New
Wells Fargo
3
Wells Fargo
California
$15.6M +$317K +4,808 +2%
Bank of America
4
Bank of America
North Carolina
$7.74M -$1.65M -25,089 -18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.85M -$3.04M -46,233 -35%
CS
6
Credit Suisse
Switzerland
$5.27M +$4.17M +63,283 +462%
MIG
7
McGuire Investment Group
Rhode Island
$4.81M -$1.38K -21 -0%
UBS Group
8
UBS Group
Switzerland
$3.87M -$658K -10,000 -15%
LPL Financial
9
LPL Financial
California
$3.32M -$166K -2,515 -5%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.09M +$264K +4,003 +10%
Citadel Advisors
11
Citadel Advisors
Florida
$2.62M +$490K +7,436 +24%
MM
12
Main Management
California
$2.37M – – –
JP Morgan Chase
13
JP Morgan Chase
New York
$2.29M -$670K -10,180 -23%
BCM
14
Barometer Capital Management
Ontario, Canada
$2.27M -$52.7K -800 -2%
SCA
15
Snowden Capital Advisors
New York
$2.04M +$71.2K +1,082 +4%
MWM
16
MinichMacGregor Wealth Management
New York
$2.01M -$67.9K -1,031 -3%
Ameriprise
17
Ameriprise
Minnesota
$1.73M -$111K -1,681 -6%
Stifel Financial
18
Stifel Financial
Missouri
$1.61M -$2.05M -31,152 -57%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.61M -$12.2K -185 -0.8%
RJA
20
Raymond James & Associates
Florida
$1.57M -$137K -2,075 -8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.51M +$1.45M +22,020 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.37M -$674K -10,235 -34%
GCA
23
Genesee Capital Advisors
New York
$907K +$5.4K +82 +0.6%
AWCI
24
Alpine Woods Capital Investors
New York
$719K – – –
SF
25
Synovus Financial
Georgia
$709K +$2.37K +36 +0.3%
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