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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.23M +$257K +5,703 +27%
VAS
52
Vestmark Advisory Solutions
Massachusetts
$1.13M -$97.1K -2,154 -8%
FAAS
53
First Allied Advisory Services
California
$974K -$11.2K -249 -1%
CCA
54
Cobblestone Capital Advisors
New York
$900K -$44.1K -978 -5%
SWP
55
Stratos Wealth Partners
Ohio
$809K -$44.5K -987 -5%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$755K
SFG
57
Summit Financial Group
West Virginia
$754K +$747K +16,575 New
MML Investors Services
58
MML Investors Services
Massachusetts
$720K -$318K -7,044 -31%
GPA
59
Garrison Point Advisors
California
$704K
WPA
60
Winning Points Advisors
Florida
$657K
AAS
61
Avantax Advisory Services
Texas
$593K -$457K -10,128 -44%
CRWM
62
Castle Rock Wealth Management
California
$580K +$538K +11,931 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$562K -$32K -711 -5%
AG
64
Advisor Group
Arizona
$542K -$280K -6,222 -34%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$532K -$488K -10,818 -48%
HCM
66
Hilton Capital Management
New York
$522K -$256K -5,670 -33%
FMWA
67
Forvis Mazars Wealth Advisors
Missouri
$519K
FFN
68
Focus Financial Network
Minnesota
$516K +$21.4K +474 +4%
ANTB
69
AMG National Trust Bank
Colorado
$466K
RJT
70
Raymond James Trust
Florida
$456K +$139K +3,081 +44%
TC
71
TownSquare Capital
Utah
$446K +$28.1K +624 +7%
GWA
72
Guidant Wealth Advisors
Illinois
$408K
DI
73
DFPG Investments
Utah
$394K +$48.5K +1,077 +14%
PAG
74
Private Advisor Group
New Jersey
$386K -$98K -2,175 -20%
CWS
75
Cypress Wealth Services
California
$385K +$6.63K +147 +2%