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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$156K +$172K +4,170 New
IA
102
IFP Advisors
Florida
$152K -$78K -1,890 -32%
MCM
103
Manchester Capital Management
Vermont
$145K
W
104
WealthOne
New York
$141K +$155K +3,765 New
QCIG
105
Quad-Cities Investment Group
Iowa
$130K -$37K -897 -20%
GWM
106
Geneos Wealth Management
Colorado
$130K -$866 -21 -0.6%
MOS
107
MGO One Seven
Ohio
$125K +$138K +3,345 New
VFA
108
Valeo Financial Advisors
Indiana
$122K +$24.7K +600 +22%
CFA
109
Carroll Financial Associates
North Carolina
$101K
BCA
110
Berman Capital Advisors
Georgia
$95K +$105K +2,538 New
AWM
111
AllSquare Wealth Management
New York
$90K
APA
112
American Portfolios Advisors
New York
$88.9K -$62.2K -1,509 -39%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$80K +$27.6K +669 +45%
Citigroup
114
Citigroup
New York
$73K -$106K -2,577 -57%
BWM
115
BerganKDV Wealth Management
Minnesota
$73K -$22.8K -552 -22%
PMFA
116
Plante Moran Financial Advisors
Michigan
$56K
PCG
117
Private Capital Group
Connecticut
$49K
KPW
118
Kore Private Wealth
New York
$41K +$44.8K +1,086 New
PCM
119
Princeton Capital Management
New Jersey
$36K
CIAS
120
Capital Investment Advisory Services
North Carolina
$31K +$33.7K +816 New
CFA
121
Clarfeld Financial Advisors
New York
$31K +$33.8K +819 New
ASN
122
Advisory Services Network
Georgia
$29K -$495 -12 -2%
AWMS
123
Advocacy Wealth Management Services
Georgia
$29K
YWP
124
YorkBridge Wealth Partners
New York
$28K
WCM
125
WealthBridge Capital Management
Ohio
$26K +$29.1K +705 New