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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$717K -$243K -5,322 -20%
CCA
52
Cobblestone Capital Advisors
New York
$677K
VAS
53
Vestmark Advisory Solutions
Massachusetts
$660K +$881K +19,299 New
SFG
54
Summit Financial Group
West Virginia
$567K
GPA
55
Garrison Point Advisors
California
$500K -$39.7K -870 -6%
LGWM
56
Litman Gregory Wealth Management
California
$492K +$657K +14,385 New
FAAS
57
First Allied Advisory Services
California
$447K -$314K -6,888 -35%
CRWM
58
Castle Rock Wealth Management
California
$433K +$411 +9 +0.1%
FFN
59
Focus Financial Network
Minnesota
$430K +$58.1K +1,272 +11%
MAWCM
60
Mine & Arao Wealth Creation & Management
California
$420K +$10.3K +225 +2%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$393K -$958 -21 -0.2%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$383K -$674K -14,760 -57%
FMWA
63
Forvis Mazars Wealth Advisors
Missouri
$362K -$17.8K -390 -4%
HighTower Advisors
64
HighTower Advisors
Illinois
$362K +$155K +3,396 +47%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$360K -$181K -3,957 -27%
DI
66
DFPG Investments
Utah
$335K -$7.26K -159 -2%
AAS
67
Avantax Advisory Services
Texas
$325K
ANTB
68
AMG National Trust Bank
Colorado
$318K -$99.3K -2,175 -19%
RJT
69
Raymond James Trust
Florida
$301K -$68.6K -1,503 -15%
5L
70
55I LLC
Massachusetts
$293K +$347K +7,596 New
QPWM
71
Quadrant Private Wealth Management
Pennsylvania
$289K +$386K +8,448 New
PFS
72
Prospera Financial Services
Texas
$283K -$47.2K -1,035 -11%
CWM
73
Cordatus Wealth Management
Pennsylvania
$283K
LA
74
Legacy Advisors
Pennsylvania
$262K +$349K +7,650 New
Creative Planning
75
Creative Planning
Kansas
$260K -$39.6K -867 -10%