We are live on ! Find out more
IDU icon

iShares US Utilities ETF
IDU

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$236K +$23.6K +206 +11%
FHC
177
First Heartland Consultants
Missouri
$235K -$1.37K -12 -0.6%
CG
178
Caprock Group
Idaho
$232K -$8.13K -71 -3%
PS
179
Principal Securities
Iowa
$232K +$231K +2,021 New
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$229K -$145K -1,271 -39%
BFA
181
Beacon Financial Advisory
Ohio
$229K -$2.29K -20 -1%
MWM
182
Mission Wealth Management
California
$226K +$226K +1,976 New
MWM
183
Modera Wealth Management
New Jersey
$226K – – –
IWM
184
IHT Wealth Management
Illinois
$225K -$12.8K -112 -5%
SGWP
185
Sun Group Wealth Partners
California
$223K – – –
CBA
186
Coastal Bridge Advisors
Connecticut
$222K – – –
SEIA
187
Signature Estate & Investment Advisors
California
$221K +$687 +6 +0.3%
GIA
188
Gladstone Institutional Advisory
Florida
$221K +$221K +1,928 New
FFA
189
Farther Finance Advisors
California
$220K +$20.6K +180 +10%
RMDI
190
R.M. Davis Inc
Maine
$218K – – –
WANY
191
Wealthspire Advisors (New York)
New York
$216K +$4.58K +40 +2%
CSP
192
Cary Street Partners
Virginia
$215K +$215K +1,880 New
MWM
193
Meridian Wealth Management
Kentucky
$215K +$801 +7 +0.4%
P
194
&Partners
Tennessee
$213K +$2.86K +25 +1%
APP
195
Avantax Planning Partners
Iowa
$210K – – –
SI
196
Saxon Interests
Texas
$209K +$209K +1,823 New
HA
197
Helium Advisors
Washington
$204K +$687 +6 +0.3%
OIA
198
OneDigital Investment Advisors
Kansas
$201K – – –
SIM
199
Stratos Investment Management
Ohio
$200K +$200K +1,746 New
TWP
200
Tyche Wealth Partners
Texas
$200K – – –
6 7
8
9 10