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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$4K +$4.88K +90 New
HWMA
227
Heritage Wealth Management (Arizona)
Arizona
$3.56K
BTI
228
Blue Trust Inc
Georgia
$3K +$2.44K +45 New
VVP
229
Venture Visionary Partners
Ohio
$2.37K +$2.6K +48 New
LWANC
230
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
TFA
231
Transamerica Financial Advisors
Florida
$1K +$163 +3 New
KFI
232
Key Financial Inc
Pennsylvania
$1K +$976 +18 New
FHA
233
First Horizon Advisors
Tennessee
$1K +$2.12K +39 New
MWM
234
MinichMacGregor Wealth Management
New York
-$17.9M -297,222 Closed
AI
235
Atria Investments
North Carolina
-$5.36M -89,238 Closed
Allianz Asset Management
236
Allianz Asset Management
Germany
-$2.38M -39,600 Closed
WDL
237
Well Done LLC
Michigan
-$2.27M -37,770 Closed
FAIM
238
Financial Advocates Investment Management
Washington
-$689K -37,455 Closed
TW
239
TrinityPoint Wealth
Connecticut
-$1.55M -25,860 Closed
TCA
240
Transcend Capital Advisors
New Jersey
-$1.46M -24,354 Closed
SMG
241
Spectrum Management Group
Indiana
-$1.44M -24,009 Closed
SWA
242
Stratos Wealth Advisors
Ohio
-$1.01M -16,788 Closed
OCPWS
243
One Charles Private Wealth Services
Massachusetts
-$878K -14,604 Closed
AR
244
Apeiron RIA
Texas
-$663K -11,388 Closed
WP
245
WealthSource Partners
California
-$667K -11,088 Closed
AG
246
Ascent Group
Virginia
-$547K -9,105 Closed
PFS
247
Prospera Financial Services
Texas
-$525K -8,736 Closed
9WM
248
9258 Wealth Management
Ohio
-$412K -6,852 Closed
SB
249
Strategic Blueprint
Georgia
-$361K -6,003 Closed
W
250
WealthOne
New York
-$325K -5,400 Closed