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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BII
51
Bainco International Investors
Massachusetts
$1.33M +$1.47M +35,550 New
AG
52
Advisor Group
Arizona
$1.28M +$590K +14,316 +72%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.26M -$1.36K -33 -0.1%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.26M -$37.9K -918 -3%
KCM
55
Karp Capital Management
California
$1.26M -$180K -4,368 -11%
PP
56
Patten & Patten
Tennessee
$1.25M -$24.7K -600 -2%
TW
57
TrinityPoint Wealth
Connecticut
$1.2M +$1.32M +32,067 New
TFF
58
The Family Firm
Maryland
$1.13M +$117K +2,835 +10%
JP Morgan Chase
59
JP Morgan Chase
New York
$1.1M -$1.3M -31,608 -52%
Ameriprise
60
Ameriprise
Minnesota
$1.1M -$878K -21,294 -42%
EWM
61
Executive Wealth Management
Michigan
$1.07M +$1.18M +28,716 New
Jane Street
62
Jane Street
New York
$918K -$4.72M -114,396 -82%
MML Investors Services
63
MML Investors Services
Massachusetts
$835K +$135K +3,264 +17%
S
64
Surevest
California
$795K +$876K +21,243 New
CCA
65
Cobblestone Capital Advisors
New York
$777K
SWP
66
Stratos Wealth Partners
Ohio
$699K -$105K -2,550 -12%
HCM
67
Hilton Capital Management
New York
$642K +$707K +17,145 New
GPA
68
Garrison Point Advisors
California
$591K +$651K +15,780 New
WPA
69
Winning Points Advisors
Florida
$547K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$500K +$551K +13,350 New
PAG
71
Private Advisor Group
New Jersey
$499K -$1.71M -41,529 -76%
HighTower Advisors
72
HighTower Advisors
Illinois
$434K +$34K +825 +8%
FMWA
73
Forvis Mazars Wealth Advisors
Missouri
$431K
9WM
74
9258 Wealth Management
Ohio
$427K +$471K +11,412 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$396K -$13.6K -330 -3%