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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BerganKDV Wealth Management
Minnesota
$108K +$111K +2,502 New
LPIC
102
LeJeune Puetz Investment Counsel
Michigan
$105K
AWM
103
AllSquare Wealth Management
New York
$93K
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$90K +$33.8K +762 +57%
RCAG
105
Rehmann Capital Advisory Group
Michigan
$89K
MWM
106
MinichMacGregor Wealth Management
New York
$69K
PMFA
107
Plante Moran Financial Advisors
Michigan
$65K
AP
108
Advisors Preferred
Maryland
$63K +$24.6K +555 +62%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$60K +$61.8K +1,395 New
PCG
110
Private Capital Group
Connecticut
$57K
Deutsche Bank
111
Deutsche Bank
Germany
$39K -$2.61M -58,800 -98%
YWP
112
YorkBridge Wealth Partners
New York
$39K
Simplex Trading
113
Simplex Trading
Illinois
$36K +$37.2K +840 New
AWMS
114
Advocacy Wealth Management Services
Georgia
$34K
IGGA
115
Iron Gate Global Advisors
Utah
$34K +$34.6K +780 New
HI
116
Hudock Inc
Pennsylvania
$29K
NWM
117
Northwest Wealth Management
Iowa
$27K
BBHC
118
Brown Brothers Harriman & Co
New York
$26K -$46.9K -1,059 -64%
SFSIG
119
San Francisco Sentry Investment Group
California
$23K -$719K -16,230 -97%
MSA
120
Marino Stram & Associates
Massachusetts
$23K
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$22K +$22.2K +501 New
PCM
122
Princeton Capital Management
New Jersey
$19K
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$19K
RFC
124
Regions Financial Corp
Alabama
$15K
BWA
125
BDO Wealth Advisors
Florida
$14K