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iShares US Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$359K – – –
LF
127
Lighthouse Financial
Florida
$355K – – –
CCA
128
Cottonwood Capital Advisors
Utah
$350K -$20.7K -207 -6%
FFP
129
Forbes Financial Planning
Rhode Island
$345K – – –
AF
130
Apexium Financial
Texas
$342K – – –
CPSC
131
Carl P. Sherr & Co
Massachusetts
$317K – – –
WANY
132
Wealthspire Advisors (New York)
New York
$314K – – –
BCM
133
Brookstone Capital Management
Illinois
$308K -$4.79M -47,973 -94%
RFM
134
Royal Fund Management
Florida
$302K -$4.19K -42 -1%
CWM
135
Congress Wealth Management
Massachusetts
$296K +$292K +2,926 New
SF
136
Summit Financial
New Jersey
$295K +$100 +1 +0%
FFN
137
Focus Financial Network
Minnesota
$290K -$1.7K -17 -0.6%
Citigroup
138
Citigroup
New York
$282K +$156K +1,560 +128%
FMB
139
Field & Main Bank
Kentucky
$279K -$31K -310 -10%
NAM
140
NTV Asset Management
West Virginia
$278K – – –
MC
141
Moors & Cabot
Massachusetts
$268K -$23.7K -237 -8%
BFAG
142
Blackston Financial Advisory Group
Florida
$268K -$10.2K -102 -4%
WCG
143
Weaver Consulting Group
California
$265K – – –
KTA
144
Keeley-Teton Advisors
Illinois
$261K – – –
MCC
145
Money Concepts Capital
Florida
$261K +$257K +2,571 New
HT
146
Heritage Trust
Oklahoma
$259K – – –
JIC
147
Johnson Investment Counsel
Ohio
$256K +$17K +170 +7%
WTB
148
Washington Trust Bank
Washington
$250K – – –
RAS
149
RPS Advisory Solutions
Kentucky
$250K -$4.41M -44,178 -95%
NSIM
150
North Star Investment Management
Illinois
$249K -$20K -200 -8%