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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Merit Financial Group
Georgia
$1.46M -$283K -5,589 -17%
GM
52
GeoWealth Management
Illinois
$1.42M +$121K +2,391 +10%
SFA
53
Source Financial Advisors
New York
$1.42M +$121K +2,391 +10%
CAN
54
Cetera Advisor Networks
California
$1.35M -$212K -4,185 -14%
PP
55
Patten & Patten
Tennessee
$1.34M -$4.56K -90 -0.4%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.32M -$50.3K -993 -4%
IWM
57
IHT Wealth Management
Illinois
$1.23M -$39.8K -786 -3%
Creative Planning
58
Creative Planning
Kansas
$1.22M +$6.69K +132 +0.6%
SI
59
Stephens Inc
Arkansas
$1.22M -$50.3K -993 -4%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$1.18M +$225K +4,443 +25%
KWA
61
Kingswood Wealth Advisors
California
$1.06M +$3.75M +74,088 New
ASN
62
Advisory Services Network
Georgia
$1M -$68.4K -1,350 -7%
FFN
63
Focus Financial Network
Minnesota
$1M +$5.47K +108 +0.6%
CCA
64
Cottonwood Capital Advisors
Utah
$1M -$49.3K -972 -5%
CCA
65
Cobblestone Capital Advisors
New York
$983K
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$815K -$11.9K -234 -1%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$792K
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$783K +$142K +2,793 +23%
VAS
69
Vestmark Advisory Solutions
Massachusetts
$769K +$42.3K +834 +6%
LGWM
70
Litman Gregory Wealth Management
California
$758K +$729K +14,385 New
GPA
71
Garrison Point Advisors
California
$750K
Citigroup
72
Citigroup
New York
$726K -$126K -2,493 -15%
BHB
73
Bank Hapoalim BM
Israel
$725K -$69K -1,362 -9%
SFG
74
Summit Financial Group
West Virginia
$702K
MML Investors Services
75
MML Investors Services
Massachusetts
$683K +$168K +3,321 +34%