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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$9.32M +$9.45M +229,122 New
5L
27
55I LLC
Massachusetts
$9.08M +$4.02M +97,443 +77%
QA
28
Quantitative Advantage
Minnesota
$7.75M -$156K -3,780 -2%
BWFA
29
Baltimore-Washington Financial Advisors
Maryland
$6.73M -$629K -15,246 -8%
BCI
30
Brinker Capital Investments
Pennsylvania
$6.34M
WP
31
WealthSource Partners
California
$6.09M -$1.59M -38,637 -20%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$5.89M +$1.36M +33,000 +30%
Stifel Financial
33
Stifel Financial
Missouri
$4.98M +$291K +7,059 +6%
AI
34
Atria Investments
North Carolina
$4.84M +$1.34M +32,502 +38%
NA
35
NewEdge Advisors
Louisiana
$4.56M +$1.26M +30,537 +37%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$4.52M +$2.27M +55,092 +98%
AFG
37
Arkansas Financial Group
Arkansas
$4.15M +$1.3M +31,506 +45%
HighTower Advisors
38
HighTower Advisors
Illinois
$4.06M +$410K +9,939 +11%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$3.9M -$28.7K -696 -0.7%
PFG
40
PAX Financial Group
Texas
$3.86M +$150K +3,645 +4%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$3.83M +$750K +18,186 +24%
SPIA
42
Steward Partners Investment Advisory
New York
$3.78M +$91.8K +2,226 +2%
HIM
43
HawsGoodwin Investment Management
Tennessee
$3.77M +$488K +11,835 +15%
RICHC
44
Renaissance Investment Consultants Holding Company
Pennsylvania
$3.63M +$414K +10,038 +13%
HCP
45
Holt Capital Partners
Texas
$3.48M -$43.3K -1,050 -1%
SI
46
Stephens Inc
Arkansas
$3.44M +$7.79K +189 +0.2%
WIA
47
Wealthstreet Investment Advisors
Texas
$3.35M -$126K -3,051 -4%
SC
48
Scotia Capital
Ontario, Canada
$3.28M -$55.7K -1,350 -2%
IWP
49
Icon Wealth Partners
Texas
$3.23M +$252K +6,102 +8%
CFG
50
Cooper Financial Group
California
$3.21M +$182K +4,404 +6%