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iShares US Industrials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Confluence Wealth Services
251
Confluence Wealth Services
Pennsylvania
$13K +$13.1K +118 New
FFG
252
Ford Financial Group
California
$12K +$12.4K +112 New
EWM
253
EPG Wealth Management
Georgia
$11K – – –
WhitTier Trust Company
254
WhitTier Trust Company
Nevada
$11K – – –
SWA
255
SOA Wealth Advisors
New York
$10K – – –
IBOK
256
Independence Bank of Kentucky
Kentucky
$8K +$7.43K +67 New
NSIM
257
North Star Investment Management
Illinois
$8K +$7.76K +70 New
RA
258
Rise Advisors
New York
$7.05K +$6.99K +63 New
CMBA
259
C.M. Bidwell & Associates
Hawaii
$7K – – –
RIM
260
Rockbridge Investment Management
New York
$7K – – –
MAM
261
Mystic Asset Management
Rhode Island
$7K +$7.76K +70 New
Spire Wealth Management
262
Spire Wealth Management
Virginia
$3K -$1.89K -17 -40%
GWANC
263
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K +$3.33K +30 New
AssetMark Inc
264
AssetMark Inc
California
$1K – – –
WIM
265
Westside Investment Management
California
$142 – – –
Flow Traders U.S.
266
Flow Traders U.S.
New York
– -$2.44M -22,772 Closed
Citadel Advisors
267
Citadel Advisors
Florida
– -$2.09M -19,511 Closed
VCM
268
Virtue Capital Management
Tennessee
– -$936K -8,730 Closed
KPW
269
Kore Private Wealth
New York
– -$923K -8,614 Closed
Credit Suisse
270
Credit Suisse
Switzerland
– -$566K -5,280 Closed
CX Institutional
271
CX Institutional
Indiana
– -$94K -876 Closed
TCI Wealth Advisors
272
TCI Wealth Advisors
Arizona
– -$30K -283 Closed
PWA
273
Phoenix Wealth Advisors
North Carolina
– -$21K -200 Closed
Barclays
274
Barclays
United Kingdom
– -$15K -142 Closed
LDFR
275
Lehman & Derafelo Financial Resources
Pennsylvania
– -$13K -120 Closed