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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
51
The Family Firm
Maryland
$2.32M -$97.2K -1,797 -4%
BlackRock
52
BlackRock
New York
$2.24M +$2.12M +39,225 New
CWA
53
Capital Wealth Alliance
Arizona
$1.96M +$559K +10,338 +43%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$1.84M +$246K +4,551 +16%
PP
55
Patten & Patten
Tennessee
$1.56M -$47.1K -870 -3%
VAS
56
Vestmark Advisory Solutions
Massachusetts
$1.32M +$154K +2,838 +14%
SPIA
57
Steward Partners Investment Advisory
New York
$1.2M -$2.19M -40,509 -66%
CCA
58
Cobblestone Capital Advisors
New York
$1.13M
QPWM
59
Quadrant Private Wealth Management
Pennsylvania
$1.07M -$16.4K -303 -2%
KCA
60
Karn Couzens & Associates
Connecticut
$1.05M +$50.5K +933 +5%
MW
61
Marcum Wealth
Ohio
$1M +$950K +17,559 New
MML Investors Services
62
MML Investors Services
Massachusetts
$958K +$99.7K +1,842 +12%
WP
63
WealthSource Partners
California
$944K -$89.1K -1,647 -9%
NF
64
Nikulski Financial
Iowa
$924K +$875K +16,179 New
KAS
65
Kestra Advisory Services
Texas
$870K +$314K +5,799 +61%
IWM
66
IHT Wealth Management
Illinois
$861K -$46.4K -858 -5%
LGWM
67
Litman Gregory Wealth Management
California
$821K
GPA
68
Garrison Point Advisors
California
$816K -$26K -480 -3%
MFA
69
Mayflower Financial Advisors
Massachusetts
$803K -$124K -2,286 -14%
SWA
70
Stratos Wealth Advisors
Ohio
$784K -$247K -4,572 -25%
SFG
71
Summit Financial Group
West Virginia
$761K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$755K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$724K +$164K +3,027 +31%
MAWCM
74
Mine & Arao Wealth Creation & Management
California
$698K +$162 +3 +0%
PCM
75
Pennsylvania Capital Management
Pennsylvania
$683K +$51.1K +945 +9%