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iShares US Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$407K +$55.9K +555 +15%
CAL
127
Capital Advisors Ltd
Ohio
$406K
JWCA
128
J.W. Cole Advisors
Florida
$402K +$504 +5 +0.1%
SF
129
Synovus Financial
Georgia
$390K +$1.41K +14 +0.3%
Creative Planning
130
Creative Planning
Kansas
$382K +$55.2K +548 +16%
BW
131
Bison Wealth
Georgia
$378K -$83.4K -828 -17%
AWA
132
Arkadios Wealth Advisors
Georgia
$368K -$32.5K -323 -8%
PAS
133
PKS Advisory Services
New York
$356K +$272K +2,696 New
CCA
134
Cottonwood Capital Advisors
Utah
$352K +$302 +3 +0.1%
QCM
135
Quantinno Capital Management
New York
$344K -$22.5K -223 -6%
WA
136
WESPAC Advisors
California
$343K +$60.9K +604 +20%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$341K +$42K +417 +13%
LF
138
Lighthouse Financial
Florida
$337K +$353K +3,500 New
MA
139
Mutual Advisors
Nebraska
$333K -$108K -1,074 -24%
FFP
140
Forbes Financial Planning
Rhode Island
$327K
AF
141
Apexium Financial
Texas
$324K
CL
142
Choreo LLC
Illinois
$322K +$337K +3,348 New
FHC
143
First Heartland Consultants
Missouri
$319K -$57K -566 -20%
OIA
144
OneDigital Investment Advisors
Kansas
$314K -$303K -3,012 -48%
AWM
145
Axxcess Wealth Management
California
$304K -$2.12K -21 -0.7%
CPSC
146
Carl P. Sherr & Co
Massachusetts
$301K -$61.7K -612 -16%
WANY
147
Wealthspire Advisors (New York)
New York
$298K
SCM
148
Saxony Capital Management
Missouri
$297K +$21.4K +212 +7%
FMB
149
Field & Main Bank
Kentucky
$294K -$5.04K -50 -2%
RFM
150
Royal Fund Management
Florida
$291K -$604K -5,996 -67%