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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Evercore Wealth Management
New York
$450K
FAAS
52
First Allied Advisory Services
California
$445K +$106K +3,495 +31%
SFSIG
53
San Francisco Sentry Investment Group
California
$433K +$16.8K +555 +4%
SB
54
Suntrust Banks
Georgia
$433K +$440K +14,499 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$397K +$39.8K +1,311 +11%
SWP
56
Stratos Wealth Partners
Ohio
$391K +$67.8K +2,235 +21%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$353K +$69.7K +2,298 +24%
CWM
58
Concert Wealth Management
California
$349K +$353K +11,619 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$345K +$76K +2,505 +28%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$315K -$8.65K -285 -3%
NPC
61
National Planning Corporation
California
$279K +$331K +10,920 New
VKH
62
Virtu KCG Holdings
New York
$262K -$1.51M -49,878 -85%
Citigroup
63
Citigroup
New York
$260K +$71.9K +2,370 +38%
MMA
64
Miracle Mile Advisors
California
$242K -$154K -5,085 -39%
GW
65
GW & Wade
Massachusetts
$241K
CIA
66
Capital Investment Advisors
Georgia
$212K -$3.64K -120 -2%
MA
67
Montag & Associates
Georgia
$207K +$209K +6,885 New
EFS
68
Essex Financial Services
Connecticut
$202K +$204K +6,720 New
SG Americas Securities
69
SG Americas Securities
New York
$180K -$483K -15,900 -73%
MCM
70
Manchester Capital Management
Vermont
$100K
PAI
71
Pittenger & Anderson Inc
Nebraska
$72K +$4.55K +150 +7%
PMFA
72
Plante Moran Financial Advisors
Michigan
$45K
MWM
73
MinichMacGregor Wealth Management
New York
$39K +$38.9K +1,281 New
EDRH
74
Edmond de Rothschild Holding
Switzerland
$32K
US Bancorp
75
US Bancorp
Minnesota
$27K