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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
$223K
IA
77
IFP Advisors
Florida
$221K +$11.6K +303 +6%
IWA
78
Intercontinental Wealth Advisors
Texas
$218K
NPC
79
National Planning Corporation
California
$208K -$214K -5,580 -52%
CIA
80
Capital Investment Advisors
Georgia
$206K -$62.6K -1,635 -24%
FANJ
81
Financial Architects (New Jersey)
New Jersey
$180K
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$156K -$12.3K -321 -8%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156K +$82.6K +2,157 +124%
GWM
84
Geneos Wealth Management
Colorado
$141K
MCM
85
Manchester Capital Management
Vermont
$134K
BF
86
BOK Financial
Oklahoma
$118K +$112K +2,937 New
CFA
87
Carroll Financial Associates
North Carolina
$106K
VFA
88
Valeo Financial Advisors
Indiana
$100K +$95.6K +2,496 New
EWM
89
Evercore Wealth Management
New York
$96K
AWM
90
AllSquare Wealth Management
New York
$86K +$82.8K +2,163 New
AP
91
Advisors Preferred
Maryland
$70K +$66.8K +1,746 New
MWM
92
MinichMacGregor Wealth Management
New York
$63K
IWM
93
IHT Wealth Management
Illinois
$61K -$622K -16,245 -92%
PMFA
94
Plante Moran Financial Advisors
Michigan
$60K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$54K -$19.5K -510 -28%
EDRH
96
Edmond de Rothschild Holding
Switzerland
$49K -$84.5K -2,208 -65%
Citigroup
97
Citigroup
New York
$48K +$16.1K +420 +54%
NFG
98
Next Financial Group
Texas
$47K -$21.4K -558 -32%
YWP
99
YorkBridge Wealth Partners
New York
$40K
AWMS
100
Advocacy Wealth Management Services
Georgia
$31K