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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Merit Financial Group
Georgia
$1.77M +$1.72M +27,672 New
GM
52
GeoWealth Management
Illinois
$1.75M -$586K -9,439 -26%
PP
53
Patten & Patten
Tennessee
$1.54M -$37.3K -600 -3%
IWM
54
IHT Wealth Management
Illinois
$1.46M -$48.5K -781 -3%
GWM
55
Geneos Wealth Management
Colorado
$1.4M +$851K +13,703 +184%
Comerica Bank
56
Comerica Bank
Texas
$1.36M -$17.6K -284 -1%
SI
57
Stephens Inc
Arkansas
$1.34M -$19.1K -308 -2%
Creative Planning
58
Creative Planning
Kansas
$1.3M -$73.3K -1,181 -6%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$1.27M +$168K +2,700 +16%
ASN
60
Advisory Services Network
Georgia
$1.26M +$28.3K +455 +2%
CCA
61
Cobblestone Capital Advisors
New York
$1.19M
FFN
62
Focus Financial Network
Minnesota
$1.12M -$12K -193 -1%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.08M -$237K -3,815 -19%
CCM
64
Consolidated Capital Management
California
$1.02M -$68.6K -1,105 -7%
SFA
65
Source Financial Advisors
New York
$999K -$585K -9,417 -38%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$999K -$173K -2,780 -16%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$987K +$37.2K +599 +4%
Prudential Financial
68
Prudential Financial
New Jersey
$981K -$51.4K -827 -5%
LGWM
69
Litman Gregory Wealth Management
California
$954K
CCA
70
Cottonwood Capital Advisors
Utah
$945K -$18.2K -293 -2%
ACM
71
Advisors Capital Management
New Jersey
$934K +$13.9K +224 +2%
GPA
72
Garrison Point Advisors
California
$918K -$3.73K -60 -0.4%
Citadel Advisors
73
Citadel Advisors
Florida
$881K -$1.21M -19,539 -60%
MAWCM
74
Mine & Arao Wealth Creation & Management
California
$797K -$50.9K -820 -6%
SFG
75
Summit Financial Group
West Virginia
$791K