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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
101
Castle Rock Wealth Management
California
$546K +$325 +6 +0.1%
BWG
102
Beta Wealth Group
California
$522K -$99.6K -1,836 -15%
ANTB
103
AMG National Trust Bank
Colorado
$468K +$325 +6 +0.1%
TRCT
104
Tower Research Capital (TRC)
New York
$437K +$97.1K +1,791 +25%
IGWM
105
ICA Group Wealth Management
Colorado
$435K +$18.1K +333 +4%
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$433K -$14.6K -270 -3%
LWM
107
Laidlaw Wealth Management
New York
$433K +$475K +8,757 New
CWM
108
Cordatus Wealth Management
Pennsylvania
$408K
Baird Financial Group
109
Baird Financial Group
Wisconsin
$404K -$42K -774 -9%
FPGK
110
Financial Partners Group (Kansas)
Kansas
$404K +$32.2K +594 +8%
PCM
111
Pennsylvania Capital Management
Pennsylvania
$369K
SPIA
112
Steward Partners Investment Advisory
New York
$361K -$5.21K -96 -1%
AAS
113
Avantax Advisory Services
Texas
$360K -$8.62K -159 -2%
WS
114
Wedbush Securities
California
$360K +$78.1K +1,440 +25%
AF
115
Advisornet Financial
Minnesota
$342K -$7.97K -147 -2%
BRWA
116
B. Riley Wealth Advisors
Florida
$335K
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$327K -$342K -6,303 -49%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$322K -$5.15M -94,974 -94%
OCM
119
Objective Capital Management
Ohio
$321K
US Bancorp
120
US Bancorp
Minnesota
$317K -$17.7K -327 -5%
RIA
121
Realta Investment Advisors
Delaware
$313K +$15.1K +279 +5%
F
122
F3Logic
Minnesota
$312K +$14.8K +273 +5%
SFI
123
SPC Financial Inc
Maryland
$310K -$202K -3,729 -37%
SPC
124
Sigma Planning Corp
Michigan
$303K -$6.18K -114 -2%
BDF
125
Black Diamond Financial
Maryland
$295K +$163 +3 +0.1%