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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
51
Miracle Mile Advisors
California
$218K
GW
52
GW & Wade
Massachusetts
$217K
SG Americas Securities
53
SG Americas Securities
New York
$162K
FANJ
54
Financial Architects (New Jersey)
New Jersey
$122K +$119K +4,500 New
GWM
55
Geneos Wealth Management
Colorado
$96K +$93.7K +3,546 New
MCM
56
Manchester Capital Management
Vermont
$90K
EWM
57
Evercore Wealth Management
New York
$81K -$317K -12,000 -80%
CFA
58
Carroll Financial Associates
North Carolina
$70K +$69.4K +2,625 New
US Bancorp
59
US Bancorp
Minnesota
$66K +$41.2K +1,560 +173%
PAI
60
Pittenger & Anderson Inc
Nebraska
$61K -$3.96K -150 -6%
JP Morgan Chase
61
JP Morgan Chase
New York
$45K +$43.6K +1,650 New
MWM
62
MinichMacGregor Wealth Management
New York
$43K +$8.17K +309 +24%
PMFA
63
Plante Moran Financial Advisors
Michigan
$41K
TFA
64
Transamerica Financial Advisors
Florida
$32K -$375K -14,172 -92%
Citigroup
65
Citigroup
New York
$29K -$200K -7,575 -88%
AssetMark Inc
66
AssetMark Inc
California
$23K -$64.6M -2,442,738 -100%
EDRH
67
Edmond de Rothschild Holding
Switzerland
$12K -$16.5K -624 -59%
CG
68
Cutler Group
California
$8K +$7.93K +300 New
PG
69
Patten Group
Tennessee
$4.87K
IA
70
IFP Advisors
Florida
$4K -$979K -37,053 -100%
MFT
71
Moisand Fitzgerald Tamayo
Florida
$3K
PAG
72
Pinnacle Advisory Group
Maryland
-$25M -834,672 Closed
HighTower Advisors
73
HighTower Advisors
Illinois
-$8.02M -267,291 Closed
TPWA
74
TRUE Private Wealth Advisors
Oregon
-$6.1M -203,445 Closed
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
-$3.92M -130,554 Closed