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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
101
MGO One Seven
Ohio
$173K +$166K +3,975 New
GWM
102
Geneos Wealth Management
Colorado
$154K
Citigroup
103
Citigroup
New York
$151K +$94.6K +2,268 +190%
MCM
104
Manchester Capital Management
Vermont
$145K
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$142K -$26.4K -633 -16%
IA
106
IFP Advisors
Florida
$130K -$106K -2,535 -46%
APA
107
American Portfolios Advisors
New York
$119K +$114K +2,730 New
CFA
108
Carroll Financial Associates
North Carolina
$114K
VFA
109
Valeo Financial Advisors
Indiana
$109K
LPIC
110
LeJeune Puetz Investment Counsel
Michigan
$106K +$102K +2,436 New
EWM
111
Evercore Wealth Management
New York
$104K
AWM
112
AllSquare Wealth Management
New York
$94K
MWM
113
MinichMacGregor Wealth Management
New York
$69K
IWM
114
IHT Wealth Management
Illinois
$67K
PMFA
115
Plante Moran Financial Advisors
Michigan
$65K
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$58K -$625 -15 -1%
PCG
117
Private Capital Group
Connecticut
$57K +$54.9K +1,317 New
EDRH
118
Edmond de Rothschild Holding
Switzerland
$53K
YWP
119
YorkBridge Wealth Partners
New York
$44K
AWMS
120
Advocacy Wealth Management Services
Georgia
$34K
HI
121
Hudock Inc
Pennsylvania
$29K
BBHC
122
Brown Brothers Harriman & Co
New York
$24K
1IA
123
1834 Investment Advisors
Wisconsin
$22K +$21.1K +507 New
PAI
124
Pittenger & Anderson Inc
Nebraska
$20K
PGWM
125
Parisi Gray Wealth Management
New Jersey
$19K +$17.9K +429 New