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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DE
101
Day & Ennis
Georgia
$761K +$735K +19,116 New
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$755K
TF
103
Trek Financial
Arizona
$755K +$729K +18,978 New
C1AG
104
Client 1st Advisory Group
Florida
$722K +$680K +17,697 New
IWC
105
Integrated Wealth Concepts
Massachusetts
$714K +$690K +17,949 New
SFG
106
Summit Financial Group
West Virginia
$660K
BHWM
107
Bay Harbor Wealth Management
Maryland
$658K +$636K +16,545 New
RIA
108
Regal Investment Advisors
Michigan
$638K +$616K +16,032 New
TPWA
109
TRUE Private Wealth Advisors
Oregon
$627K +$505K +13,152 +506%
APW
110
Austin Private Wealth
Texas
$624K +$603K +15,690 New
NL
111
NWAM LLC
Washington
$601K +$581K +15,111 New
Jane Street
112
Jane Street
New York
$588K -$1.84M -47,862 -76%
GPA
113
Garrison Point Advisors
California
$581K -$576 -15 -0.1%
RCA
114
Rowland Carmichael Advisors
Arizona
$580K +$560K +14,580 New
SWA
115
Stratos Wealth Advisors
Ohio
$575K +$508K +13,212 +1,074%
LGWM
116
Litman Gregory Wealth Management
California
$573K
PFA
117
Pettinga Financial Advisors
Indiana
$563K +$544K +14,148 New
HIM
118
Hanlon Investment Management
New Jersey
$551K +$532K +13,854 New
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$548K -$4.68M -121,872 -90%
MYIA
120
Mount Yale Investment Advisors
Colorado
$537K +$518K +13,482 New
MWC
121
MBM Wealth Consultants
Missouri
$530K +$512K +13,335 New
CAS
122
Cascadia Advisory Services
Oregon
$503K +$486K +12,639 New
MAWCM
123
Mine & Arao Wealth Creation & Management
California
$481K -$7.84K -204 -2%
CRWM
124
Castle Rock Wealth Management
California
$460K -$21.7K -564 -5%
Marshall Wace
125
Marshall Wace
United Kingdom
$459K +$317K +8,247 +252%