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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Capital Investment Advisors
Georgia
$200K +$200K +4,815 New
CF
102
Centaurus Financial
California
$198K -$51.5K -1,242 -21%
FANJ
103
Financial Architects (New Jersey)
New Jersey
$187K
SMFS
104
Squar Milner Financial Services
California
$181K
CWA
105
Clarus Wealth Advisors
Arizona
$172K +$171K +4,137 New
GWM
106
Geneos Wealth Management
Colorado
$146K
QCIG
107
Quad-Cities Investment Group
Iowa
$145K
MCM
108
Manchester Capital Management
Vermont
$139K
VFA
109
Valeo Financial Advisors
Indiana
$136K
AA
110
AlphaMark Advisors
Kentucky
$116K +$103K +2,475 +825%
APA
111
American Portfolios Advisors
New York
$113K +$14K +339 +14%
CFA
112
Carroll Financial Associates
North Carolina
$109K
BCA
113
Berman Capital Advisors
Georgia
$106K +$497 +12 +0.5%
LPIC
114
LeJeune Puetz Investment Counsel
Michigan
$101K +$101K +2,436 New
AWM
115
AllSquare Wealth Management
New York
$100K
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$92K +$2.49K +60 +3%
BWM
117
BerganKDV Wealth Management
Minnesota
$81K
Citigroup
118
Citigroup
New York
$68K -$12.9K -312 -16%
PMFA
119
Plante Moran Financial Advisors
Michigan
$62K
PCG
120
Private Capital Group
Connecticut
$55K
ASN
121
Advisory Services Network
Georgia
$48K +$15.9K +384 +50%
WCM
122
WealthBridge Capital Management
Ohio
$43K +$10.8K +261 +37%
AA
123
Advisory Alpha
Michigan
$42.4K +$39.8K +960 New
PCM
124
Princeton Capital Management
New Jersey
$40K
NWM
125
Northwest Wealth Management
Iowa
$38K +$12.4K +300 +49%