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iShares US Transportation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
101
JP Morgan Private Wealth Advisors
California
$626K +$51.3K +768 +9%
FUBT
102
First United Bank & Trust
Maryland
$625K -$66.3K -992 -9%
EH
103
Equitable Holdings
New York
$603K
SW
104
SVB Wealth
Massachusetts
$594K -$19.8K -296 -3%
CF
105
Centaurus Financial
California
$552K -$2.02M -30,308 -78%
GPA
106
Garrison Point Advisors
California
$545K -$6.68K -100 -1%
IFWM
107
Institute for Wealth Management
Colorado
$535K +$57.5K +860 +12%
NA
108
NewEdge Advisors
Louisiana
$533K +$324K +4,856 +145%
NL
109
NVWM LLC
Pennsylvania
$531K +$269K +4,024 +97%
SFG
110
SNS Financial Group
Minnesota
$520K
SS
111
Sunbelt Securities
Texas
$519K +$80.4K +1,204 +17%
ASN
112
Advisory Services Network
Georgia
$498K -$20.6K -308 -4%
UR
113
USCA RIA
Texas
$489K +$502K +7,520 New
G
114
Gainplan
Michigan
$485K +$88.7K +1,328 +22%
VWM
115
Venturi Wealth Management
Texas
$479K -$1.07K -16 -0.2%
CS
116
Credit Suisse
Switzerland
$476K -$7.56M -113,076 -94%
SFG
117
StrategIQ Financial Group
Indiana
$474K
LNC
118
Lincoln National Corp
Pennsylvania
$460K +$231K +3,452 +95%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$443K +$172K +2,568 +61%
UCFA
120
United Capital Financial Advisors
Texas
$439K
GSWM
121
Golden State Wealth Management
California
$436K +$448K +6,712 New
PPP
122
Private Portfolio Partners
New Jersey
$435K +$13.4K +200 +3%
SIM
123
Seaview Investment Managers
Florida
$430K +$442K +6,612 New
PP
124
Patten & Patten
Tennessee
$429K
RFWA
125
RPg Family Wealth Advisory
Massachusetts
$426K +$438K +6,560 New