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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFW
101
Horizon Family Wealth
Illinois
$405K +$163K +3,210 +72%
CWA
102
Capital Wealth Alliance
Arizona
$396K -$27.4K -540 -7%
GWM
103
Geneos Wealth Management
Colorado
$392K
AAS
104
Avantax Advisory Services
Texas
$383K +$24.9K +492 +7%
AWS
105
Atria Wealth Solutions
New York
$383K -$336K -6,633 -48%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$370K -$65.1K -1,284 -15%
TPWA
107
TRUE Private Wealth Advisors
Oregon
$366K
Bank of New York Mellon
108
Bank of New York Mellon
New York
$360K +$13.5K +267 +4%
SA
109
SFI Advisors
New Jersey
$360K
ICP
110
Interchange Capital Partners
Pennsylvania
$357K -$5.02K -99 -1%
FA
111
FDx Advisors
Illinois
$348K -$6.08K -120 -2%
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$348K
CS
113
Comerica Securities
Michigan
$343K +$330K +6,519 New
SWA
114
Stratos Wealth Advisors
Ohio
$338K +$43.6K +861 +15%
OCM
115
Objective Capital Management
Ohio
$332K -$10.2K -201 -3%
COCM
116
Charter Oak Capital Management
New Hampshire
$320K
RIA
117
Realta Investment Advisors
Delaware
$320K -$8.36K -165 -3%
IAG
118
Investmark Advisory Group
Connecticut
$316K +$1.37K +27 +0.5%
CF
119
Centaurus Financial
California
$303K +$167K +3,303 +135%
KNW
120
Kesler Norman & Wride
Utah
$276K +$608 +12 +0.2%
SFI
121
SPC Financial Inc
Maryland
$275K -$912 -18 -0.3%
OIA
122
OneDigital Investment Advisors
Kansas
$241K -$4.87K -96 -2%
FANJ
123
Financial Architects (New Jersey)
New Jersey
$237K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$234K -$21.3K -420 -9%
PPP
125
Private Portfolio Partners
New Jersey
$232K -$4.11K -81 -2%