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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$1.26M +$623K +12,978 +109%
CWA
52
Capital Wealth Alliance
Arizona
$1.2M +$1.15M +23,994 New
FAAS
53
First Allied Advisory Services
California
$1.01M -$65K -1,353 -6%
CCA
54
Cobblestone Capital Advisors
New York
$1M
HIP
55
Harrell Investment Partners
Texas
$942K +$895K +18,624 New
SWP
56
Stratos Wealth Partners
Ohio
$856K -$42.8K -891 -5%
SFG
57
Summit Financial Group
West Virginia
$839K
MML Investors Services
58
MML Investors Services
Massachusetts
$835K +$32.3K +672 +4%
GPA
59
Garrison Point Advisors
California
$783K
TRCT
60
Tower Research Capital (TRC)
New York
$764K +$647K +13,461 +820%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$755K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$731K +$101K +2,109 +17%
WPA
63
Winning Points Advisors
Florida
$729K
PP
64
Prudential plc
United Kingdom
$686K +$651K +13,560 New
CRWM
65
Castle Rock Wealth Management
California
$616K +$288 +6 +0.1%
MAWCM
66
Mine & Arao Wealth Creation & Management
California
$610K +$579K +12,057 New
Baird Financial Group
67
Baird Financial Group
Wisconsin
$582K -$9.94K -207 -2%
HCM
68
Hilton Capital Management
New York
$581K
ANTB
69
AMG National Trust Bank
Colorado
$580K +$58.1K +1,209 +12%
QAM
70
Q3 Asset Management
Michigan
$573K +$544K +11,331 New
FFN
71
Focus Financial Network
Minnesota
$572K -$1.73K -36 -0.3%
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$555K -$21.6K -450 -4%
RJT
73
Raymond James Trust
Florida
$520K +$12.4K +258 +3%
DI
74
DFPG Investments
Utah
$490K +$27.8K +579 +6%
AAS
75
Avantax Advisory Services
Texas
$479K -$171K -3,555 -27%