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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$157K
QCIG
102
Quad-Cities Investment Group
Iowa
$156K +$131 +3 +0.1%
BAM
103
Belpointe Asset Management
Nevada
$151K +$148K +3,381 New
MCM
104
Manchester Capital Management
Vermont
$149K
VFA
105
Valeo Financial Advisors
Indiana
$146K
EIP
106
Ellis Investment Partners
Pennsylvania
$141K +$137K +3,129 New
ASN
107
Advisory Services Network
Georgia
$140K +$86.7K +1,980 +171%
AA
108
AlphaMark Advisors
Kentucky
$137K +$13.3K +303 +11%
CFA
109
Carroll Financial Associates
North Carolina
$117K
LPIC
110
LeJeune Puetz Investment Counsel
Michigan
$109K
AWM
111
AllSquare Wealth Management
New York
$107K
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$96K -$2.63K -60 -3%
BWM
113
BerganKDV Wealth Management
Minnesota
$87K
APA
114
American Portfolios Advisors
New York
$84.5K -$36K -822 -30%
Citigroup
115
Citigroup
New York
$73K
PMFA
116
Plante Moran Financial Advisors
Michigan
$67K
PCG
117
Private Capital Group
Connecticut
$57K
PCM
118
Princeton Capital Management
New Jersey
$43K
CFGS
119
Concourse Financial Group Securities
Alabama
$39K +$23K +525 +152%
CIAS
120
Capital Investment Advisory Services
North Carolina
$37K -$2.63K -60 -7%
AWMS
121
Advocacy Wealth Management Services
Georgia
$35K
YWP
122
YorkBridge Wealth Partners
New York
$33K
HI
123
Hudock Inc
Pennsylvania
$29K
FCB
124
First Command Bank
Texas
$28K
FCFS
125
First Command Financial Services
Texas
$28K