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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VKH
51
Virtu KCG Holdings
New York
$248K +$244K +8,463 New
GW
52
GW & Wade
Massachusetts
$235K
AI
53
Accredited Investors
Minnesota
$220K +$216K +7,506 New
FANJ
54
Financial Architects (New Jersey)
New Jersey
$132K
CWM
55
Concert Wealth Management
California
$130K +$127K +4,404 New
JP Morgan Chase
56
JP Morgan Chase
New York
$124K +$37.6K +1,305 +44%
GWM
57
Geneos Wealth Management
Colorado
$103K -$612K -21,255 -86%
EDRH
58
Edmond de Rothschild Holding
Switzerland
$100K +$86.1K +2,991 +692%
MCM
59
Manchester Capital Management
Vermont
$98K
EWM
60
Evercore Wealth Management
New York
$88K
CFA
61
Carroll Financial Associates
North Carolina
$76K
US Bancorp
62
US Bancorp
Minnesota
$72K
EDRS
63
Edmond de Rothschild (Suisse)
Switzerland
$61K +$47.3K +1,641 +380%
PAI
64
Pittenger & Anderson Inc
Nebraska
$57K
MWM
65
MinichMacGregor Wealth Management
New York
$46K
PMFA
66
Plante Moran Financial Advisors
Michigan
$44K
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34K
Citigroup
68
Citigroup
New York
$14K -$16.8K -585 -55%
CLOS
69
Compagnie Lombard Odier SCmA
Switzerland
$9K -$667K -23,151 -99%
CG
70
Cutler Group
California
$8K
PG
71
Patten Group
Tennessee
$5.32K
CCS
72
Crosspoint Capital Strategies
California
$5K
TFA
73
Transamerica Financial Advisors
Florida
$1K
Millennium Management
74
Millennium Management
New York
-$5.49M -204,300 Closed
SG Americas Securities
75
SG Americas Securities
New York
-$2.37M -88,200 Closed