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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
76
Client 1st Advisory Group
Florida
$620K -$475K -10,539 -47%
MAWCM
77
Mine & Arao Wealth Creation & Management
California
$612K +$4.74K +105 +0.9%
PCM
78
Pennsylvania Capital Management
Pennsylvania
$583K +$497K +11,025 New
5L
79
55I LLC
Massachusetts
$565K -$9.56M -212,040 -95%
HighTower Advisors
80
HighTower Advisors
Illinois
$560K -$4.03M -89,370 -89%
CWS
81
Cypress Wealth Services
California
$545K +$492K +10,902 New
ASN
82
Advisory Services Network
Georgia
$541K -$405K -8,988 -45%
IDA
83
Intelligence Driven Advisers
California
$514K -$10.1M -224,757 -96%
CF
84
Centaurus Financial
California
$509K -$367K -8,130 -44%
FAIM
85
Financial Advocates Investment Management
Washington
$499K +$119K +2,649 +51%
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
$493K -$18.3K -405 -4%
SFS
87
Sowell Financial Services
Arkansas
$488K -$52K -1,152 -11%
AA
88
AlphaMark Advisors
Kentucky
$488K -$15.4K -342 -3%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$484K -$8.93K -198 -2%
KAS
90
Kestra Advisory Services
Texas
$467K +$422K +9,348 +10,387%
ANTB
91
AMG National Trust Bank
Colorado
$466K +$271 +6 +0.1%
DI
92
DFPG Investments
Utah
$458K -$18K -399 -4%
CRWM
93
Castle Rock Wealth Management
California
$449K +$398K +8,832 New
FCA
94
FLC Capital Advisors
California
$419K -$135K -2,991 -26%
TC
95
TownSquare Capital
Utah
$416K +$376K +8,325 New
CWM
96
Cordatus Wealth Management
Pennsylvania
$413K
PFS
97
Prospera Financial Services
Texas
$413K
BRWA
98
B. Riley Wealth Advisors
Florida
$396K -$1.54M -34,098 -81%
BWM
99
Birchcreek Wealth Management
Ohio
$396K +$357K +7,923 New
LA
100
Legacy Advisors
Pennsylvania
$383K