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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
101
Quadrant Private Wealth Management
Pennsylvania
$867K +$20K +486 +2%
ASN
102
Advisory Services Network
Georgia
$805K -$13.5K -327 -2%
CCA
103
Cobblestone Capital Advisors
New York
$805K -$124 -3 -0%
CWA
104
Capital Wealth Alliance
Arizona
$800K -$38.1K -924 -4%
IWC
105
Integrated Wealth Concepts
Massachusetts
$772K +$42.7K +1,035 +6%
BHWM
106
Bay Harbor Wealth Management
Maryland
$768K +$96.9K +2,349 +14%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$755K
CF
108
Centaurus Financial
California
$744K +$563K +13,641 +293%
PAG
109
Private Advisor Group
New Jersey
$729K +$393K +9,540 +112%
VWM
110
Venturi Wealth Management
Texas
$702K +$712K +17,271 New
SWA
111
Stratos Wealth Advisors
Ohio
$685K +$99.2K +2,406 +17%
CAS
112
Cascadia Advisory Services
Oregon
$675K +$163K +3,948 +31%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$658K +$524K +12,708 +367%
RCA
114
Rowland Carmichael Advisors
Arizona
$627K +$34.6K +840 +6%
GPA
115
Garrison Point Advisors
California
$601K +$7.42K +180 +1%
MYIA
116
Mount Yale Investment Advisors
Colorado
$592K +$44.3K +1,074 +8%
LGWM
117
Litman Gregory Wealth Management
California
$585K
TPWA
118
TRUE Private Wealth Advisors
Oregon
$577K -$64K -1,551 -10%
SFG
119
Summit Financial Group
West Virginia
$542K -$134K -3,240 -20%
CA
120
Cetera Advisors
Colorado
$527K +$58.8K +1,425 +12%
PPP
121
Private Portfolio Partners
New Jersey
$519K +$52.5K +1,272 +11%
CWM
122
Cornerstone Wealth Management
Missouri
$498K +$505K +12,243 New
MAWCM
123
Mine & Arao Wealth Creation & Management
California
$493K +$1.86K +45 +0.4%
FCA
124
FLC Capital Advisors
California
$478K -$789K -19,125 -63%
SFS
125
Sowell Financial Services
Arkansas
$444K +$89.5K +2,169 +25%