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iShares US Consumer Discretionary ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
151
Sage Mountain Advisors
Georgia
$174K
APA
152
American Portfolios Advisors
New York
$168K -$32.9K -437 -16%
FRA
153
Front Row Advisors
California
$139K
FFA
154
Founders Financial Alliance
North Carolina
$139K +$32.2K +428 +30%
SSB
155
Sandy Spring Bank
Maryland
$125K
MIM
156
MTM Investment Management
South Carolina
$96K
RIM
157
Rockbridge Investment Management
New York
$88.1K
CG
158
Cutler Group
California
$82K +$75.2K +1,000 +1,000%
TAM
159
Townsend Asset Management
North Carolina
$80K
SCA
160
Sandy Cove Advisors
Massachusetts
$76K
MWM
161
Mascoma Wealth Management
New Hampshire
$75K
GAM
162
Gemmer Asset Management
California
$74K
LWP
163
Lumature Wealth Partners
Georgia
$60K
FP
164
Financial Perspectives
Minnesota
$57K
GFPC
165
Global Financial Private Client
Florida
$56.8K
BWA
166
BDO Wealth Advisors
Florida
$56K
SBL
167
Sargent Bickham Lagudis
Colorado
$52K
CA
168
Clearstead Advisors
Ohio
$49K
CIA
169
Cascade Investment Advisors
Oregon
$45K -$7.52K -100 -14%
SWM
170
Selective Wealth Management
Virginia
$45K -$90.2K -1,200 -67%
MIFH
171
Migdal Insurance & Financial Holdings
Israel
$44K
SWM
172
Sugarloaf Wealth Management
Georgia
$44K
CFD
173
Creative Financial Designs
Indiana
$41K
SWA
174
SOA Wealth Advisors
New York
$36K +$75 +1 +0.2%
CBT
175
Central Bank & Trust
Kentucky
$31K