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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.68M -$11.8K -285 -0.7%
LWM
77
Liberty Wealth Management
California
$1.55M +$359K +8,700 +30%
AAS
78
Avantax Advisory Services
Texas
$1.52M +$1.15M +27,942 +295%
EH
79
Equitable Holdings
New York
$1.43M +$209K +5,067 +17%
CAM
80
Cypress Asset Management
Texas
$1.35M -$837K -20,289 -38%
FFN
81
Focus Financial Network
Minnesota
$1.35M +$369K +8,940 +37%
SCA
82
Snowden Capital Advisors
New York
$1.35M -$81.4K -1,974 -6%
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$1.3M -$305K -7,392 -20%
RA
84
RFG Advisory
Alabama
$1.29M +$1.31M +31,734 New
HGWM
85
Horst & Graben Wealth Management
Oregon
$1.28M +$339K +8,229 +35%
LFG
86
LifePlan Financial Group
Ohio
$1.23M +$26.9K +651 +2%
WP
87
WealthShield Partners
North Carolina
$1.2M +$187K +4,545 +18%
PP
88
Patten & Patten
Tennessee
$1.16M +$15.5K +375 +1%
PFA
89
Pettinga Financial Advisors
Indiana
$1.16M +$594K +14,412 +102%
CAM
90
Concorde Asset Management
Michigan
$1.13M +$67.2K +1,629 +6%
SMG
91
Smart Money Group
Texas
$1.13M +$1.14M +27,687 New
APW
92
Austin Private Wealth
Texas
$1.05M +$414K +10,032 +64%
C1AG
93
Client 1st Advisory Group
Florida
$1.02M +$199K +4,830 +27%
AF
94
Advisornet Financial
Minnesota
$1.01M +$91.9K +2,229 +10%
AWM
95
AE Wealth Management
Kansas
$993K -$1.5M -36,429 -60%
SS
96
Simplicity Solutions
Minnesota
$984K -$1.45M -35,256 -59%
MCWS
97
McKinley Carter Wealth Services
West Virginia
$929K -$2.15M -52,044 -69%
TF
98
Trek Financial
Arizona
$902K +$131K +3,186 +17%
VAS
99
Vestmark Advisory Solutions
Massachusetts
$893K -$225K -5,448 -20%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$871K +$75.9K +1,839 +9%