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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$130K
VFA
102
Valeo Financial Advisors
Indiana
$117K +$8.04K +177 +7%
CFA
103
Carroll Financial Associates
North Carolina
$114K
LPIC
104
LeJeune Puetz Investment Counsel
Michigan
$106K
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$96K -$44.3K -975 -30%
AWM
106
AllSquare Wealth Management
New York
$94K
RCAG
107
Rehmann Capital Advisory Group
Michigan
$90K +$93.6K +2,061 New
IWM
108
IHT Wealth Management
Illinois
$86K +$23.6K +519 +35%
BBHC
109
Brown Brothers Harriman & Co
New York
$72K +$50.1K +1,104 +200%
MWM
110
MinichMacGregor Wealth Management
New York
$69K
PMFA
111
Plante Moran Financial Advisors
Michigan
$65K
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$58K
PCG
113
Private Capital Group
Connecticut
$57K
CCA
114
Clearwater Capital Advisors
Illinois
$56K +$58.5K +1,287 New
ASN
115
Advisory Services Network
Georgia
$46K +$48.4K +1,065 New
YWP
116
YorkBridge Wealth Partners
New York
$40K -$4.77K -105 -10%
AP
117
Advisors Preferred
Maryland
$39K -$18.7M -412,506 -100%
AWMS
118
Advocacy Wealth Management Services
Georgia
$34K
BC
119
Bartlett & Co
Ohio
$34K +$35.3K +777 New
BCWM
120
Bartlett & Co Wealth Management
Ohio
$33.9K +$35.3K +777 New
HI
121
Hudock Inc
Pennsylvania
$29K
NWM
122
Northwest Wealth Management
Iowa
$27K +$28.1K +618 New
MGIA
123
Moneta Group Investment Advisors
Missouri
$23K +$23.8K +525 New
MSA
124
Marino Stram & Associates
Massachusetts
$23K +$24K +528 New
1IA
125
1834 Investment Advisors
Wisconsin
$22K