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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$399K +$325 +6 +0.1%
BRWM
102
B. Riley Wealth Management
Tennessee
$399K +$378K +6,990 New
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$396K -$17.4K -321 -4%
AAS
104
Avantax Advisory Services
Texas
$389K -$961K -17,751 -72%
FCA
105
FLC Capital Advisors
California
$387K -$85.9K -1,587 -19%
Creative Planning
106
Creative Planning
Kansas
$387K +$81.3K +1,503 +29%
KCM
107
Karp Capital Management
California
$382K +$362K +6,684 New
JIC
108
Johnson Investment Counsel
Ohio
$372K
CWS
109
Cypress Wealth Services
California
$368K -$241K -4,449 -41%
RJT
110
Raymond James Trust
Florida
$361K -$7.14K -132 -2%
WS
111
Wedbush Securities
California
$360K +$65.6K +1,212 +24%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$352K -$12K -222 -3%
DI
113
DFPG Investments
Utah
$349K -$150K -2,766 -32%
RIA
114
Realta Investment Advisors
Delaware
$349K +$325 +6 +0.1%
HI
115
Harbour Investments
Wisconsin
$343K +$325K +6,006 New
TC
116
TownSquare Capital
Utah
$341K -$127K -2,349 -28%
CF
117
Centaurus Financial
California
$321K -$246K -4,542 -45%
SS
118
Sunbelt Securities
Texas
$320K +$303K +5,604 New
SPC
119
Sigma Planning Corp
Michigan
$302K -$14K -258 -5%
AIA
120
Arbor Investment Advisors
North Carolina
$291K
PCM
121
Pointe Capital Management
Michigan
$290K +$15.4K +285 +6%
TPWA
122
TRUE Private Wealth Advisors
Oregon
$285K
APA
123
Allegiant Private Advisors
Florida
$284K +$269K +4,980 New
NA
124
NewEdge Advisors
Louisiana
$273K +$20.3K +375 +9%
GWM
125
Geneos Wealth Management
Colorado
$265K