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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Sequent Planning
76
Sequent Planning
Nebraska
$1.11M +$108K +1,236 +11%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.11M -$170K -1,934 -14%
Mine & Arao Wealth Creation & Management
78
Mine & Arao Wealth Creation & Management
California
$1.09M +$2.37K +27 +0.2%
NewEdge Advisors
79
NewEdge Advisors
Louisiana
$1.09M +$111K +1,268 +12%
Oppenheimer & Co
80
Oppenheimer & Co
New York
$1.06M +$90.3K +1,030 +10%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$1.04M +$1M +11,457 New
United Capital Financial Advisors
82
United Capital Financial Advisors
Texas
$997K – – –
&Partners
83
&Partners
Tennessee
$985K -$272K -3,102 -22%
US Bancorp
84
US Bancorp
Minnesota
$978K -$41.8K -477 -4%
Savant Capital
85
Savant Capital
Illinois
$967K +$175 +2 +0%
Cyndeo Wealth Partners
86
Cyndeo Wealth Partners
Florida
$950K -$493K -5,626 -35%
Prospera Financial Services
87
Prospera Financial Services
Texas
$944K – – –
Baird Financial Group
88
Baird Financial Group
Wisconsin
$937K -$12.8K -146 -1%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$923K +$169K +1,930 +23%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$890K +$4.3K +49 +0.5%
Sanctuary Advisors
91
Sanctuary Advisors
Indiana
$838K -$114K -1,302 -12%
Sequoia Financial Advisors
92
Sequoia Financial Advisors
Ohio
$837K -$112K -1,277 -12%
WBH Advisory
93
WBH Advisory
Maryland
$805K -$13.7K -156 -2%
Quotient Wealth Partners
94
Quotient Wealth Partners
Texas
$765K +$10.3K +117 +1%
Cerity Partners
95
Cerity Partners
New York
$747K +$114K +1,305 +19%
CWM
96
Cordatus Wealth Management
Pennsylvania
$747K – – –
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$723K +$53.2K +606 +8%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$678K +$8.33K +95 +1%
Financial Partners Group (Kansas)
99
Financial Partners Group (Kansas)
Kansas
$626K +$5.79K +66 +1%
Lakeshore Capital Group
100
Lakeshore Capital Group
Illinois
$623K -$1.23K -14 -0.2%