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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$1.2M +$693K +11,340 +139%
CCA
77
Cobblestone Capital Advisors
New York
$1.17M -$51K -834 -4%
QPWM
78
Quadrant Private Wealth Management
Pennsylvania
$1.15M -$8.06K -132 -0.7%
Prudential Financial
79
Prudential Financial
New Jersey
$1.14M +$687K +11,247 +157%
FTUS
80
Flow Traders U.S.
New York
$1.12M -$1.48M -24,264 -57%
KAS
81
Kestra Advisory Services
Texas
$1.08M +$140K +2,286 +15%
KCA
82
Karn Couzens & Associates
Connecticut
$1.07M -$57.7K -945 -5%
OWA
83
Outlook Wealth Advisors
Texas
$1.05M +$1.04M +16,956 New
WP
84
WealthSource Partners
California
$1M -$15.9K -261 -2%
SWA
85
Stratos Wealth Advisors
Ohio
$1M +$150K +2,454 +18%
NF
86
Nikulski Financial
Iowa
$965K -$35.9K -588 -4%
IWM
87
IHT Wealth Management
Illinois
$941K +$10.1K +165 +1%
CAN
88
Cetera Advisor Networks
California
$920K +$398K +6,507 +78%
ED
89
Exane Derivatives
France
$894K +$765K +12,528 +674%
LGWM
90
Litman Gregory Wealth Management
California
$888K -$716K -11,721 -81%
GPA
91
Garrison Point Advisors
California
$883K
SFG
92
Summit Financial Group
West Virginia
$823K
5L
93
55I LLC
Massachusetts
$804K +$138K +2,253 +21%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$799K +$15K +246 +2%
HighTower Advisors
95
HighTower Advisors
Illinois
$794K +$122K +1,989 +18%
CFA
96
Carroll Financial Associates
North Carolina
$793K +$666K +10,896 +559%
Creative Planning
97
Creative Planning
Kansas
$784K +$362K +5,925 +88%
MAWCM
98
Mine & Arao Wealth Creation & Management
California
$758K +$2.75K +45 +0.4%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$755K
RJT
100
Raymond James Trust
Florida
$753K +$359K +5,883 +93%