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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
76
Bessemer Group
New Jersey
$281K +$284K +7,734 New
CIA
77
Capital Investment Advisors
Georgia
$247K +$12.5K +342 +5%
Creative Planning
78
Creative Planning
Kansas
$240K +$235K +6,396 +3,135%
FA
79
FDx Advisors
Illinois
$228K -$7.38K -201 -3%
RJT
80
Raymond James Trust
Florida
$219K +$221K +6,012 New
VFA
81
Voya Financial Advisors
Connecticut
$216K -$138K -3,765 -39%
PP
82
PagnatoKarp Partners
Virginia
$207K +$208K +5,682 New
JP Morgan Chase
83
JP Morgan Chase
New York
$190K +$56.7K +1,545 +42%
IWM
84
IHT Wealth Management
Illinois
$182K +$143K +3,897 +530%
BTIS
85
BB&T Investment Services
North Carolina
$171K +$160K +4,347 +1,271%
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$20.6K +561 +14%
FANJ
87
Financial Architects (New Jersey)
New Jersey
$164K
GWM
88
Geneos Wealth Management
Colorado
$128K
EDRH
89
Edmond de Rothschild Holding
Switzerland
$124K
MCM
90
Manchester Capital Management
Vermont
$122K
CFA
91
Carroll Financial Associates
North Carolina
$95K
EWM
92
Evercore Wealth Management
New York
$87K -$22K -600 -20%
MWM
93
MinichMacGregor Wealth Management
New York
$57K
PMFA
94
Plante Moran Financial Advisors
Michigan
$55K
NFG
95
Next Financial Group
Texas
$54K -$36.1K -984 -40%
WA
96
WFG Advisors
Texas
$47K +$5.06K +138 +12%
YWP
97
YorkBridge Wealth Partners
New York
$37K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$32K +$14.8K +402 +86%
AWMS
99
Advocacy Wealth Management Services
Georgia
$28K +$18.7K +510 +187%
Simplex Trading
100
Simplex Trading
Illinois
$27K +$660 +18 +2%