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iShares US Consumer Discretionary ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCG
76
Sonata Capital Group
Washington
$819K -$94.4K -1,200 -10%
BAAM
77
Baker Avenue Asset Management
California
$819K +$33.9K +431 +4%
DWM
78
Dakota Wealth Management
Florida
$773K -$6.92K -88 -0.9%
CIA
79
Capital Investment Advisors
Georgia
$760K -$393 -5 -0.1%
CFA
80
Carroll Financial Associates
North Carolina
$749K +$69.1K +878 +10%
AHC
81
Adell Harriman & Carpenter
Texas
$728K -$17.3K -220 -2%
GCA
82
Genesee Capital Advisors
New York
$720K +$732K +9,308 New
CWA
83
Canvas Wealth Advisors
Kansas
$666K
JMPWA
84
JP Morgan Private Wealth Advisors
California
$643K +$159K +2,023 +32%
PP
85
Patten & Patten
Tennessee
$629K
MIFH
86
Migdal Insurance & Financial Holdings
Israel
$618K -$370K -4,700 -37%
Creative Planning
87
Creative Planning
Kansas
$608K -$431K -5,484 -41%
IWM
88
IHT Wealth Management
Illinois
$608K +$14.9K +190 +2%
IWA
89
IBEX Wealth Advisors
New Jersey
$608K +$57.5K +731 +10%
SS
90
Sunbelt Securities
Texas
$581K
HighTower Advisors
91
HighTower Advisors
Illinois
$573K -$45.7K -581 -7%
SCM
92
Southport Capital Management
Tennessee
$565K -$589K -7,492 -51%
EWA
93
EP Wealth Advisors
California
$563K -$66K -839 -10%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$547K -$55.1K -701 -9%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$536K -$79 -1 -0%
LWAC
96
Laurel Wealth Advisors (California)
California
$535K +$64.5K +820 +13%
LA
97
Latitude Advisors
Florida
$535K +$272K +3,459 +100%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$535K +$544K +6,915 New
PAMG
99
Patton Albertson Miller Group
Tennessee
$516K +$525K +6,676 New
SI
100
Stephens Inc
Arkansas
$487K +$551 +7 +0.1%