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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$699K -$81.4K -1,491 -10%
VAS
77
Vestmark Advisory Solutions
Massachusetts
$693K -$220K -4,038 -23%
SFG
78
Summit Financial Group
West Virginia
$671K
MAWCM
79
Mine & Arao Wealth Creation & Management
California
$645K +$3.27K +60 +0.5%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$636K -$12.9K -237 -2%
SS
81
Sunbelt Securities
Texas
$630K -$7.69K -141 -1%
BRWA
82
B. Riley Wealth Advisors
Florida
$627K -$9.33K -171 -1%
NF
83
Nikulski Financial
Iowa
$625K
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$619K -$20.3K -372 -3%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$605K +$31.3K +573 +5%
QPWM
86
Quadrant Private Wealth Management
Pennsylvania
$568K -$98.2K -1,800 -14%
Prudential Financial
87
Prudential Financial
New Jersey
$547K -$222K -4,071 -27%
CRWM
88
Castle Rock Wealth Management
California
$533K +$491 +9 +0.1%
UWM
89
USAdvisors Wealth Management
Minnesota
$511K -$255K -4,680 -32%
MML Investors Services
90
MML Investors Services
Massachusetts
$486K -$137K -2,520 -21%
ANTB
91
AMG National Trust Bank
Colorado
$477K +$327 +6 +0.1%
VAFP
92
Vahanian & Associates Financial Planning
New York
$467K +$66.3K +1,215 +15%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$463K -$517K -9,480 -51%
CCM
94
Consolidated Capital Management
California
$462K +$75.8K +1,389 +18%
FPGK
95
Financial Partners Group (Kansas)
Kansas
$441K +$16.9K +309 +4%
KAS
96
Kestra Advisory Services
Texas
$440K -$451K -8,268 -49%
CAM
97
Cresset Asset Management
Illinois
$433K -$19.9M -364,341 -98%
GCP
98
GSA Capital Partners
United Kingdom
$431K +$467K +8,568 New
SPIA
99
Steward Partners Investment Advisory
New York
$431K +$11.8K +216 +3%
PFS
100
Prospera Financial Services
Texas
$426K +$462K +8,466 New