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iShares US Consumer Discretionary ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
176
Atlantic Union Bankshares
Virginia
$168K
IA
177
IFP Advisors
Florida
$148K -$66.7K -658 -31%
CFM
178
Compass Financial Management
Florida
$138K +$138K +1,361 New
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$134K
HFM
180
Hartford Financial Management
Connecticut
$126K +$126K +1,245 New
MA
181
Montag & Associates
Georgia
$111K
MWM
182
Mascoma Wealth Management
New Hampshire
$101K
Russell Investments Group
183
Russell Investments Group
United Kingdom
$97.9K -$2.84K -28 -3%
MIM
184
MTM Investment Management
South Carolina
$83.8K
CI
185
CX Institutional
Indiana
$79K -$37.1K -366 -32%
CIAS
186
Capital Investment Advisory Services
North Carolina
$77.3K +$101 +1 +0.1%
HI
187
Harbour Investments
Wisconsin
$77K -$10.5K -104 -12%
FP
188
Financial Perspectives
Minnesota
$76.8K
AWM
189
AE Wealth Management
Kansas
$73K -$164K -1,619 -69%
GRP
190
Global Retirement Partners
California
$71.2K +$71.3K +704 New
IA
191
IFG Advisory
Georgia
$67.1K +$67.3K +664 New
Victory Capital Management
192
Victory Capital Management
Texas
$66.8K +$67K +661 New
CA
193
Clearstead Advisors
Ohio
$66.2K
MWM
194
Mosley Wealth Management
California
$57K -$276K -2,720 -83%
AEPWM
195
Atlantic Edge Private Wealth Management
Florida
$56.6K
AF
196
Advisornet Financial
Minnesota
$51.5K -$18.8K -186 -27%
SWA
197
SOA Wealth Advisors
New York
$50.5K
FFA
198
Founders Financial Alliance
North Carolina
$49.4K -$6.59K -65 -12%
FRA
199
Front Row Advisors
California
$47.7K -$70.9K -700 -60%
PTC
200
Private Trust Company
Ohio
$41.4K