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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$234K +$225K +7,629 New
EFS
52
Essex Financial Services
Connecticut
$206K +$198K +6,720 New
PG
53
PEAK6 Group
Illinois
$154K +$148K +5,028 New
MCM
54
Manchester Capital Management
Vermont
$102K
SIG
55
Stanford Investment Group
California
$87K +$83.6K +2,838 New
PAI
56
Pittenger & Anderson Inc
Nebraska
$69K -$44.2K -1,500 -40%
Citigroup
57
Citigroup
New York
$67K
NES
58
New England Securities
New York
$64K +$4.42K +150 +8%
IPC
59
Independent Portfolio Consultants
Florida
$53K
PMFA
60
Plante Moran Financial Advisors
Michigan
$46K
WA
61
WFG Advisors
Texas
$46K
US Bancorp
62
US Bancorp
Minnesota
$28K
LWA
63
Lenox Wealth Advisors
New York
$22K +$21.6K +735 New
MAS
64
Madden Advisory Services
Florida
$20K +$19.2K +651 New
Creative Planning
65
Creative Planning
Kansas
$17K
MFS
66
MSI Financial Services
Massachusetts
$15K
HCC
67
Hirtle Callaghan & Co
Pennsylvania
$13K
BRWM
68
B. Riley Wealth Management
Tennessee
$9K
PG
69
Patten Group
Tennessee
$6K +$5.3K +180 New
OIA
70
Optimum Investment Advisors
Illinois
$3K
TRCT
71
Tower Research Capital (TRC)
New York
-$2.15M -74,790 Closed
VF
72
Virtu Financial
New York
-$1.18M -41,043 Closed
CP
73
Cinque Partners
California
-$1.16M -40,554 Closed
JP Morgan Chase
74
JP Morgan Chase
New York
-$711K -24,768 Closed
EWM
75
Evercore Wealth Management
New York
-$603K -21,000 Closed