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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
76
Cypress Wealth Services
California
$371K +$9.46K +216 +3%
CWM
77
Cordatus Wealth Management
Pennsylvania
$368K
DI
78
DFPG Investments
Utah
$362K +$349K +7,968 New
GW
79
GW & Wade
Massachusetts
$358K
KFGK
80
Keystone Financial Group (Kentucky)
Kentucky
$342K -$3.02K -69 -0.9%
CF
81
Centaurus Financial
California
$313K +$99.1K +2,262 +48%
RJT
82
Raymond James Trust
Florida
$310K -$110K -2,514 -27%
S
83
Surevest
California
$309K -$621K -14,187 -67%
EFSCE
84
Enterprise Financial Services Corp (EFSC)
Missouri
$307K
Mariner
85
Mariner
Kansas
$305K +$56.2K +1,284 +23%
GIA
86
Gladstone Institutional Advisory
Florida
$305K +$299K +6,834 New
NFG
87
Next Financial Group
Texas
$301K +$283K +6,456 +2,289%
VFA
88
Voya Financial Advisors
Connecticut
$276K -$34.9K -798 -11%
AC
89
Abbrea Capital
California
$268K
US Bancorp
90
US Bancorp
Minnesota
$262K -$63.6K -1,452 -20%
RIA
91
Realta Investment Advisors
Delaware
$259K -$2.1K -48 -0.8%
CA
92
Cetera Advisors
Colorado
$251K -$18.1K -414 -7%
AIA
93
Arbor Investment Advisors
North Carolina
$228K
CIA
94
Capital Investment Advisors
Georgia
$215K
PPP
95
Private Portfolio Partners
New Jersey
$205K +$201K +4,599 New
Creative Planning
96
Creative Planning
Kansas
$204K -$32.6K -744 -14%
FANJ
97
Financial Architects (New Jersey)
New Jersey
$201K
CWA
98
Clarus Wealth Advisors
Arizona
$188K +$3.02K +69 +2%
TC
99
Trust Company
Kansas
$165K -$162K -3,696 -50%
SMFS
100
Squar Milner Financial Services
California
$164K -$30.2K -690 -16%