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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
76
Sunbelt Securities
Texas
$643K -$34.2K -636 -6%
CRWM
77
Castle Rock Wealth Management
California
$628K -$13.2K -246 -2%
SFC
78
Swisher Financial Concepts
Ohio
$608K +$560K +10,395 New
QPWM
79
Quadrant Private Wealth Management
Pennsylvania
$606K -$1.61K -30 -0.3%
FPGK
80
Financial Partners Group (Kansas)
Kansas
$584K +$33.4K +621 +7%
Lido Advisors
81
Lido Advisors
California
$559K +$5.98K +111 +1%
ANTB
82
AMG National Trust Bank
Colorado
$559K +$646 +12 +0.1%
WS
83
Wedbush Securities
California
$557K -$12.3K -228 -2%
SPIA
84
Steward Partners Investment Advisory
New York
$522K -$7.91K -147 -2%
KAS
85
Kestra Advisory Services
Texas
$521K -$17.4K -324 -4%
NIWA
86
New Insight Wealth Advisors
California
$512K +$461K +8,568 New
PFS
87
Prospera Financial Services
Texas
$506K
BRWA
88
B. Riley Wealth Advisors
Florida
$502K -$115K -2,133 -20%
CAM
89
Cresset Asset Management
Illinois
$499K +$323 +6 +0.1%
US Bancorp
90
US Bancorp
Minnesota
$495K -$13.7K -255 -3%
AAS
91
Avantax Advisory Services
Texas
$490K +$50.4K +936 +13%
AF
92
Apexium Financial
Texas
$477K
TW
93
TritonPoint Wealth
Maryland
$476K +$429K +7,974 New
Baird Financial Group
94
Baird Financial Group
Wisconsin
$463K +$39.2K +729 +10%
GWM
95
Geneos Wealth Management
Colorado
$445K
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$443K +$8.08K +150 +2%
MW
97
Marcum Wealth
Ohio
$438K -$12.4K -231 -3%
TPWA
98
TRUE Private Wealth Advisors
Oregon
$432K +$1.45K +27 +0.4%
DADC
99
D.A. Davidson & Co
Montana
$425K +$16.2K +300 +4%
QFA
100
Quattro Financial Advisors
Texas
$425K -$475K -8,820 -94%