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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
101
Financial Architects (New Jersey)
New Jersey
$228K
PPP
102
Private Portfolio Partners
New Jersey
$228K
WS
103
Wedbush Securities
California
$227K +$215K +4,485 New
SIC
104
Samalin Investment Counsel
New York
$225K +$214K +4,452 New
HAS
105
HBW Advisory Services
California
$223K +$212K +4,404 New
DWM
106
Dakota Wealth Management
Florida
$214K +$203K +4,230 New
MOS
107
MGO One Seven
Ohio
$200K +$191K +3,969 New
GWM
108
Geneos Wealth Management
Colorado
$178K
APA
109
American Portfolios Advisors
New York
$177K +$76.8K +1,599 +84%
SMFS
110
Squar Milner Financial Services
California
$176K +$167K +3,480 New
MCM
111
Manchester Capital Management
Vermont
$169K
VFA
112
Valeo Financial Advisors
Indiana
$166K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$149K +$38.6K +804 +37%
CFA
114
Carroll Financial Associates
North Carolina
$132K
EAM
115
Erste Asset Management
Austria
$123K
LPIC
116
LeJeune Puetz Investment Counsel
Michigan
$123K
AWM
117
AllSquare Wealth Management
New York
$122K
EIP
118
Ellis Investment Partners
Pennsylvania
$121K +$288 +6 +0.3%
SFS
119
Sowell Financial Services
Arkansas
$114K -$26.5K -552 -20%
IFWM
120
Institute for Wealth Management
Colorado
$112K +$106K +2,214 New
ACM
121
Allred Capital Management
Texas
$85K +$80.7K +1,680 New
TC
122
Trust Company
Kansas
$85K
Citigroup
123
Citigroup
New York
$67K +$144 +3 +0.2%
PCG
124
Private Capital Group
Connecticut
$66K
CFGS
125
Concourse Financial Group Securities
Alabama
$62K +$47.7K +993 +441%