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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthSource Partners
California
$765K -$255K -4,071 -25%
MAWCM
102
Mine & Arao Wealth Creation & Management
California
$750K -$20K -318 -3%
BRWM
103
B. Riley Wealth Management
Tennessee
$736K +$97K +1,545 +15%
GCA
104
Genesee Capital Advisors
New York
$712K +$712K +11,346 New
CRWM
105
Castle Rock Wealth Management
California
$691K +$12.6K +201 +2%
SB
106
Strategic Blueprint
Georgia
$688K +$58.5K +933 +9%
TRCT
107
Tower Research Capital (TRC)
New York
$644K +$154K +2,460 +31%
SPC
108
Sigma Planning Corp
Michigan
$620K +$355K +5,655 +134%
ANTB
109
AMG National Trust Bank
Colorado
$584K
SMG
110
Spectrum Management Group
Indiana
$581K +$516K +8,223 +788%
CF
111
Centaurus Financial
California
$576K +$4.33K +69 +0.8%
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$566K
US Bancorp
113
US Bancorp
Minnesota
$550K -$43.3K -690 -7%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$549K -$20.9K -333 -4%
PFS
115
Prospera Financial Services
Texas
$548K
DE
116
Day & Ennis
Georgia
$515K
KCM
117
Karp Capital Management
California
$512K +$29.9K +477 +6%
SS
118
Sunbelt Securities
Texas
$508K
Baird Financial Group
119
Baird Financial Group
Wisconsin
$495K +$41.4K +660 +9%
BRWA
120
B. Riley Wealth Advisors
Florida
$489K -$15.8K -252 -3%
IDA
121
Intelligence Driven Advisers
California
$461K -$74.5K -1,188 -14%
AA
122
AlphaMark Advisors
Kentucky
$458K -$22.6K -360 -5%
F
123
F3Logic
Minnesota
$444K -$3.58K -57 -0.8%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$416K +$35K +558 +9%
Renaissance Technologies
125
Renaissance Technologies
New York
$414K -$301K -4,800 -42%