We are live on ! Find out more
IDU icon

iShares US Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MT
201
Midwest Trust
Kansas
$227K
RW
202
Rede Wealth
Virginia
$225K +$232K +2,074 New
FHC
203
First Heartland Consultants
Missouri
$223K +$3.13K +28 +1%
CG
204
Caprock Group
Idaho
$217K
MWM
205
Modera Wealth Management
New Jersey
$214K
CBA
206
Coastal Bridge Advisors
Connecticut
$213K
IWM
207
IHT Wealth Management
Illinois
$213K +$12.1K +108 +6%
DWS
208
Discipline Wealth Solutions
South Carolina
$209K -$1.12K -10 -0.5%
SEIA
209
Signature Estate & Investment Advisors
California
$208K +$671 +6 +0.3%
CFGA
210
Cambridge Financial Group (Arizona)
Arizona
$206K
SGWP
211
Sun Group Wealth Partners
California
$206K +$212K +1,900 New
SAM
212
Synergy Asset Management
Washington
$201K +$208K +1,859 New
MWM
213
Meridian Wealth Management
Kentucky
$201K +$208K +1,859 New
WANY
214
Wealthspire Advisors (New York)
New York
$200K
US Bancorp
215
US Bancorp
Minnesota
$199K +$224 +2 +0.1%
FFA
216
Farther Finance Advisors
California
$196K +$23.2K +208 +13%
CI
217
CX Institutional
Indiana
$187K +$17K +152 +10%
PMAM
218
Picton Mahoney Asset Management
Ontario, Canada
$184K -$33.5K -300 -15%
CTC
219
Central Trust Company
Missouri
$180K
AF
220
Advisornet Financial
Minnesota
$178K +$59.8K +535 +48%
AAMA
221
Advanced Asset Management Advisors
Ohio
$174K
AEPWM
222
Atlantic Edge Private Wealth Management
Florida
$160K
NWM
223
Nova Wealth Management
Florida
$154K -$37K -331 -19%
GRP
224
Global Retirement Partners
California
$142K -$18.4K -165 -11%
NEWAS
225
N.E.W. Advisory Services
Wisconsin
$135K