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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Life Planners
251
Financial Life Planners
Arizona
$5.52K – – –
Whittier Trust
252
Whittier Trust
California
$5.39K +$5K +57 New
Triumph Capital Management
253
Triumph Capital Management
Colorado
$4.43K -$21K -239 -83%
Washington Trust Advisors
254
Washington Trust Advisors
Massachusetts
$4.43K – – –
Evolution Wealth Management
255
Evolution Wealth Management
Florida
$2.9K +$2.81K +32 New
Thompson Investment Management
256
Thompson Investment Management
Wisconsin
$2.55K – – –
Global Retirement Partners
257
Global Retirement Partners
California
$2.17K +$2.1K +24 New
AssetMark Inc
258
AssetMark Inc
California
$2.08K – – –
FAS Wealth Partners
259
FAS Wealth Partners
Kansas
$1.63K – – –
Key Financial Inc
260
Key Financial Inc
Pennsylvania
$1.63K – – –
PlanVest Financial
261
PlanVest Financial
Maryland
$1.18K – – –
Larson Financial Group
262
Larson Financial Group
Missouri
$452 +$439 +5 New
Parkside Financial Bank & Trust
263
Parkside Financial Bank & Trust
Missouri
$92 – – –
Independent Advisor Alliance
264
Independent Advisor Alliance
North Carolina
– -$4.7M -56,775 Closed
BNP Paribas Financial Markets
265
BNP Paribas Financial Markets
France
– -$4.14M -50,000 Closed
Prostatis Group
266
Prostatis Group
Maryland
– -$4.01M -48,379 Closed
Wallace Hart
267
Wallace Hart
Kentucky
– -$3.2M -38,609 Closed
GTS Securities
268
GTS Securities
Florida
– -$2.45M -29,575 Closed
Curi RMB Capital
269
Curi RMB Capital
Illinois
– -$2.2M -26,562 Closed
Quadrant Private Wealth Management
270
Quadrant Private Wealth Management
Pennsylvania
– -$618K -7,457 Closed
Accredited Investors
271
Accredited Investors
Minnesota
– -$346K -4,182 Closed
KKM Financial
272
KKM Financial
Illinois
– -$383K -4,153 Closed
Sowell Financial Services
273
Sowell Financial Services
Arkansas
– -$226K -2,727 Closed
Ashton Thomas Securities
274
Ashton Thomas Securities
New York
– -$196K -2,362 Closed
MAI Capital Management
275
MAI Capital Management
Ohio
– -$193K -2,335 Closed