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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
76
Kovack Advisors
Florida
$1.3M +$823K +13,113 +171%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$1.3M +$79.3K +1,263 +6%
SWA
78
Stratos Wealth Advisors
Ohio
$1.28M +$264K +4,209 +26%
RIA
79
Regal Investment Advisors
Michigan
$1.28M +$1.28M +20,343 New
NF
80
Nikulski Financial
Iowa
$1.19M +$211K +3,357 +22%
CCA
81
Cobblestone Capital Advisors
New York
$1.17M -$18.3K -291 -2%
QPWM
82
Quadrant Private Wealth Management
Pennsylvania
$1.15M -$17.9K -285 -2%
KAS
83
Kestra Advisory Services
Texas
$1.14M +$42.4K +675 +4%
KCA
84
Karn Couzens & Associates
Connecticut
$1.08M -$14.1K -225 -1%
OWA
85
Outlook Wealth Advisors
Texas
$1.03M -$29.6K -471 -3%
IWM
86
IHT Wealth Management
Illinois
$945K -$10.9K -174 -1%
5L
87
55I LLC
Massachusetts
$910K +$93.8K +1,494 +11%
ED
88
Exane Derivatives
France
$902K
LGWM
89
Litman Gregory Wealth Management
California
$902K +$736K +11,721 +440%
GPA
90
Garrison Point Advisors
California
$897K
CFA
91
Carroll Financial Associates
North Carolina
$874K +$68.7K +1,095 +9%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$858K +$46.7K +744 +6%
OCPWS
93
One Charles Private Wealth Services
Massachusetts
$852K +$126K +2,010 +17%
RJT
94
Raymond James Trust
Florida
$845K +$79.4K +1,266 +10%
HighTower Advisors
95
HighTower Advisors
Illinois
$844K +$35.2K +561 +4%
SFG
96
Summit Financial Group
West Virginia
$836K
IA
97
IFP Advisors
Florida
$820K +$750K +11,955 +1,092%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$814K +$814K +12,972 New
PCM
99
Pennsylvania Capital Management
Pennsylvania
$811K
Creative Planning
100
Creative Planning
Kansas
$789K -$6.96K -111 -0.9%