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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
251
Charter Oak Capital Management
New Hampshire
$9K
FRA
252
Front Row Advisors
California
$9K
MFT
253
Moisand Fitzgerald Tamayo
Florida
$9K
EIP
254
Ellis Investment Partners
Pennsylvania
$8K
TWM
255
Tradition Wealth Management
Minnesota
$8K
GRP
256
Global Retirement Partners
California
$8K +$9.46K +150 New
PA
257
Parallel Advisors
California
$7K
NIC
258
Northwest Investment Counselors
Oregon
$7K +$7.57K +120 New
HBW
259
Hazlett, Burt & Watson
West Virginia
$7K +$7.76K +123 New
IRAG
260
Investment Research & Advisory Group
Georgia
$6K
GFPC
261
Global Financial Private Client
Florida
$5.23K
BA
262
Bellwether Advisors
Nebraska
$5K
TFP
263
Tilia Fiduciary Partners
North Carolina
$4K
HWMA
264
Heritage Wealth Management (Arizona)
Arizona
$4K +$4.54K +72 New
LWANC
265
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
AAS
266
Annex Advisory Services
Wisconsin
-$115M -1,789,143 Closed
EF
267
Empowered Funds
Pennsylvania
-$26.2M -407,175 Closed
SW
268
Signify Wealth
Missouri
-$7.35M -114,159 Closed
Citadel Advisors
269
Citadel Advisors
Florida
-$6.19M -98,202 Closed
FTS
270
Fifth Third Securities
Ohio
-$3.59M -55,731 Closed
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
-$3.17M -51,393 Closed
CFG
272
CMC Financial Group
Georgia
-$3M -46,557 Closed
JSW
273
Journey Strategic Wealth
New Jersey
-$2.25M -34,923 Closed
RIA
274
Regal Investment Advisors
Michigan
-$1.34M -20,907 Closed
OC
275
Oppenheimer & Co
New York
-$1.22M -18,945 Closed