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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$1.39M +$1.35M +35,046 New
Prudential Financial
77
Prudential Financial
New Jersey
$1.38M +$1.34M +34,767 New
FCA
78
FLC Capital Advisors
California
$1.23M +$1.17M +30,489 New
EH
79
Equitable Holdings
New York
$1.2M +$1.15M +30,036 New
PWA
80
Physician Wealth Advisors
Utah
$1.18M +$1.08M +28,164 New
SB
81
Strategic Blueprint
Georgia
$1.18M +$1.14M +29,712 New
LFG
82
LifePlan Financial Group
Ohio
$1.17M +$1.13M +29,502 New
LWM
83
Liberty Wealth Management
California
$1.17M +$1.13M +29,430 New
FAIM
84
Financial Advocates Investment Management
Washington
$1.15M +$1.87M +48,552 New
PP
85
Patten & Patten
Tennessee
$1.12M -$46.1K -1,200 -4%
VAS
86
Vestmark Advisory Solutions
Massachusetts
$1.09M +$311K +8,097 +42%
CAM
87
Concorde Asset Management
Michigan
$1.04M +$1.01M +26,208 New
CWS
88
Cypress Wealth Services
California
$1.03M +$994K +25,857 New
WP
89
WealthShield Partners
North Carolina
$994K +$960K +24,981 New
FFN
90
Focus Financial Network
Minnesota
$965K +$448K +11,664 +93%
HGWM
91
Horst & Graben Wealth Management
Oregon
$926K +$894K +23,271 New
AF
92
Advisornet Financial
Minnesota
$896K +$865K +22,503 New
IWM
93
IHT Wealth Management
Illinois
$866K +$836K +21,768 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$848K -$209K -5,430 -20%
QPWM
95
Quadrant Private Wealth Management
Pennsylvania
$829K +$476K +12,393 +147%
CWA
96
Capital Wealth Alliance
Arizona
$818K -$395K -10,281 -33%
TI
97
Trexquant Investment
Connecticut
$808K +$780K +20,292 New
ASN
98
Advisory Services Network
Georgia
$801K +$536K +13,953 +226%
CCA
99
Cobblestone Capital Advisors
New York
$788K
Baird Financial Group
100
Baird Financial Group
Wisconsin
$779K +$311K +8,094 +71%