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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisory Group
Washington
$925K +$1.02M +18,723 New
CCA
77
Cobblestone Capital Advisors
New York
$922K
FTUS
78
Flow Traders U.S.
New York
$913K -$79.9K -1,473 -7%
CWA
79
Capital Wealth Alliance
Arizona
$887K -$403K -7,425 -29%
VAS
80
Vestmark Advisory Solutions
Massachusetts
$871K -$5.4M -99,648 -85%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$816K -$95.5K -1,761 -10%
MML Investors Services
82
MML Investors Services
Massachusetts
$761K -$5.37K -99 -0.6%
GPA
83
Garrison Point Advisors
California
$714K -$2.44K -45 -0.3%
LGWM
84
Litman Gregory Wealth Management
California
$711K +$780K +14,385 New
NA
85
NewEdge Advisors
Louisiana
$697K -$1.06M -19,518 -58%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$694K -$134K -2,463 -15%
QPWM
87
Quadrant Private Wealth Management
Pennsylvania
$674K -$85.1K -1,569 -10%
HighTower Advisors
88
HighTower Advisors
Illinois
$661K -$305K -5,616 -30%
SFG
89
Summit Financial Group
West Virginia
$659K
MW
90
Marcum Wealth
Ohio
$654K -$354K -6,519 -33%
Marshall Wace
91
Marshall Wace
United Kingdom
$638K +$700K +12,900 New
MAWCM
92
Mine & Arao Wealth Creation & Management
California
$624K +$2.77K +51 +0.4%
SS
93
Sunbelt Securities
Texas
$617K -$163 -3 -0%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$612K -$23.3K -429 -3%
RPGK
95
Retirement Planning Group (Kansas)
Kansas
$610K +$670K +12,348 New
NF
96
Nikulski Financial
Iowa
$588K -$185K -3,414 -22%
Creative Planning
97
Creative Planning
Kansas
$571K -$35.8K -660 -5%
BRWM
98
B. Riley Wealth Management
Tennessee
$557K -$24.4K -450 -4%
UWM
99
USAdvisors Wealth Management
Minnesota
$554K +$25.7K +474 +4%
IWM
100
IHT Wealth Management
Illinois
$549K -$9.92K -183 -2%